Matthew Joard Norris

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

• 04/2015 → Present
  Raymond James Financial Services, Inc.
  Hudson, OH
• 07/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Hudson, OH
• 04/2015 → Present
  Wentz Financial Group
  Hudson, OH

Other Businesses

Name of Business : Wentz Financial Group Address: 5790 Hudson Dr,Hudson, OH Nature of the Business: Support Company - Non Owner Position/Title: Associate/Employee Investment Related:No Start Date: 04/27/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Product Research/Due Diligence & Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-30
• S63 Uniform Securities Agent State Law Examination
  2015-10-14