Raymond James Financial Services Advisors, Inc
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About this Advisor
Jacqueline Mata is a certified financial planner based out of Austin, Texas, who has been in the financial industry for 13 years. Mata is an employee of Raymond James Financial Services Advisors, Inc. Throughout their career, Mata has worked at J.P. Morgan Securities Inc, Jpmorgan Chase Bank, Kdk-Harman Foundation, Kdk Management, Texas Capital Bank Private Wealth Advisors, Raymond James Financial Services, Inc and Raymond James Financial Services Advisors Inc. Mata holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Raymond James Financial Services Advisors, Inc is an advisory firm headquartered in Austin, Texas. The company has offices in 2,040 locations and a total of 5,600 financial advisors. It handles $81 billion in assets between its 280,698 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 100 charities and foundations. Of its 280,698 customer accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. Raymond James Financial Services Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on the type of financial services. However, fees billed by Raymond James Financial Services Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jacqueline Mata Work History
Jacqueline has 13 years of experience.
Texas Capital Bank Private Wealth Advisors
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
J.P. Morgan Securities Inc
Jpmorgan Chase Bank
Jacqueline Mata has no disclosures.
Please visit their SEC profile for more details.