MW
MW

Matthew Watson

22 Years of Experience
Ponte Vedra Beach, FL
Broker

Matthew Watson is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is a volunteer bookkeeper for the Boy Scouts of America, dedicating minimal time to writing checks and overseeing fundraisers. He also serves as treasurer for Cub Scout pack 345 on a voluntary basis.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.
March 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Dunhill Financial
September 2018 - March 2020 · 1 yr 6 mos
Raymond James & Associates, INC.
June 2013 - September 2018 · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
May 2013 - September 2018 · 5 yrs 4 mos
UBS Financial Services INC.
December 2011 - June 2013 · 1 yr 6 mos
UBS Financial Services INC.Broker
November 2011 - June 2013 · 1 yr 7 mos
Suntrust Investment Services, INC.
November 2005 - December 2011 · 6 yrs 1 mo
Suntrust Investment Services, INC.Broker
April 2005 - December 2011 · 6 yrs 8 mos
A. G. Edwards & Sons, INC.
April 2002 - February 2004 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
April 2002 - February 2004 · 1 yr 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.