Jacqueline
Mata

Raymond James Financial Services Advisors, Inc

CRD#4689805
Investment Advisor
in Austin, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

98 San Jacinto Boulevard Suite 200
Austin, TX 78701

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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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
  • Other

Jacqueline Mata Work History

Jacqueline has 13 years of experience.

2016 - Present (3 years)

Texas Capital Bank Private Wealth Advisors

2016 - Present (3 years)

Raymond James Financial Services, Inc

2016 - Present (3 years)

Raymond James Financial Services Advisors Inc

2009 - 2016 (7 years)

J.P. Morgan Securities Inc

2009 - 2016 (7 years)

Jpmorgan Chase Bank

2005 - 2009 (4 years)

Kdk-Harman Foundation

2005 - 2009 (4 years)

Kdk Management

Disclosures

Jacqueline Mata has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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