Evan Andrew Mattern

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

• 11/2015 → 07/2017
  Commonwealth Financial Network
  Waltham, MA
• 09/2016 → 10/2016
  Joe Sent Me
  Cambridge, MA
• 08/2017 → 01/2019
  Lightship Wealth Strategies, Inc.
  Waltham, MA
• 01/2019 → 02/2024
  Lightship Wealth Strategies, Inc.
  Newton Lower Falls, MA
• 01/2019 → 02/2024
  Commonwealth Financial Network
  Waltham, MA
• 02/2024 → Present
  Raymond James Financial Services, Inc.
  Newton Lower Falls, MA
• 02/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Newton Lower Falls, MA
• 03/2024 → Present
  Lightship Wealth Strategies, Inc
  Newton Lower Falls, MA
• 03/2025 → Present
  Mattern Wealth Strategies, Inc
  Newton Lower Falls, MA

Previous Registrations

• 2019-02-06 → 2024-03-28
  Commonwealth Financial Network
  Newton Lower Falls, MA

Other Businesses

(1) Name of Business: Lightship Wealth Strategies, Inc Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/28/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Lightship is our DBA name (2) Name of Business: Mattern Wealth Strategies, Inc Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 03/11/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: President of the s corp for my RJFS business

Exams

• S66 Uniform Combined State Law Examination
  2017-07-19

Designations

• Certified Financial Planner