Brian William Matthews

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → Present
  Raymond James Financial Services
  Trenton, MI
• 10/2013 → Present
  Brian Matthews & Company, Inc.
  Trenton, MI
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Trenton, MI

Other Businesses

(1) Name of Business: Brian Matthews & Company, Inc. Address: 2363 W Jefferson Ave Ste 205, Trenton, MI, 48183, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/21/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Busines Owner (2) Name of Business: NA Address: 1707 White Birch Ct, Troy, MI, 48098, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 10/21/2013 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Writing novels and short stories.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-15