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Matthew R Wilbur

Raymond James & Associates, Inc.

Athens, GA

CRD 6044661

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-20
GA RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2022-07-20
  • GA RA
    APPROVED
    Since 2021-07-21

Branch Locations

2470 Daniels Bridge Road Bldg 100 Ste 151, Athens, GA 30606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Atlanta GA 09/2012 07/2021
Raymond James & Associates, Inc. Athens GA 07/2021 Present
Previous Registrations
Other Businesses

(1)Name of Business: Hope Anthem LLC Address: 1090 Elder Rd, Bishop, GA, 30621, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Write, record, and perform music for religious gatherings and ceremonies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-27
S63 Uniform Securities Agent State Law Examination 2012-06-04
  • S65 Uniform Investment Adviser Law Examination
    2012-09-27
  • S63 Uniform Securities Agent State Law Examination
    2012-06-04
Other Names
  • Matthew R Wilbur
  • Matthew Ryan Wilbur

View on SEC IAPD

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