Rebecca Aileen Mathis

Current Employers

Employment History

• 03/2007 → 04/2018
  Columbia Management Advisors, Llc
  Boston, MA
• 05/2010 → 04/2018
  Riversource Investments
  Minneapolis, MN
• 05/2010 → 04/2018
  Riversource Fund Distributors, Inc.
  Boston, MA
• 03/2007 → 04/2018
  Columbia Management Investment
  Boston, MA
• 05/2018 → Present
  Ramond James Financial Services, Inc
  Spartanburg, SC
• 05/2018 → Present
  Raymomd James Financial Services Advisors, Inc
  Spartanburg, SC
• 05/2018 → Present
  Jeter Hrubala Wealth Strategies
  Spartanburg, MA

Previous Registrations

• 2010-05-01 → 2018-05-01
  Columbia Management Investment Advisers, Llc
  Minneapolis, MN
  Boston, MA
• 2007-04-30 → 2010-05-01
  Bofa Advisors, Llc
  Boston, MA

Other Businesses

(1)Name of Business: Jeter Hrubala Wealth Strategies Address: 101 W Saint John St Ste 207, Spartanburg, SC, 29306, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (2)Name of Business: Spartanburg County Foundation Address: 424 East Kennedy Street, Spartanburg, SC, 29302, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/26/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisory Committee Member

Exams

• S66 Uniform Combined State Law Examination
  2007-04-25

Designations

Other Names

• Rebecca A Monroe
• Rebecca Aileen Monroe