Jacob Matthews
Jacob Matthews is a registered investment advisor at Raymond James & Associates, INC., based in Raleigh, NC, with 9 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3515 Glenwood Avenue, Suite 200, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob owns Whiskey Run Farm, leasing farming rights to the land, and is a proprietor/owner of Hammered Pig Ironworks, where he works as a metal sculptor. He also works part-time for McGinnis Outfitters, accompanying clients hunting and fishing on rare occasions; all activities require minimal time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
State Registrations15 states
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