Matthew Deweese
Matthew Deweese is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Juan Capistrano, CA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
29122 Rancho Viejo Road, Suite 107, San Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
June 2003Customer Dispute
August 2002Regulatory
March 1990Criminal
December 1986Other Business ActivitiesSells Insurance
Matthew is a sales agent for insurance (non-variable) since 2010, dedicating a few hours per week to this activity. He is also the President of DeWeese Financial Services, Inc., a support company, but spends no time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations20 states
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