Hannah C Matheson

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:

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

Current Employers

Employment History

• 04/2025 → 11/2025
  Raymond James & Associates, Inc.
  Boulder, CO
• 11/2025 → Present
  Raymond James & Associates, Inc.
  Boulder, CO
• 05/2023 → 04/2025
  Prime West Real Estate Services
  Broomfield, CO
• 10/2022 → 05/2023
  Cheddars Scratch Kitchen
  Aurora, CO
• 06/2021 → 09/2022
  Us Department Of Defense
  Garmisch-Partenkirchen
• 11/2015 → 05/2021
  Full Time Education
  Aurora, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-03-27

Other Names

• Hannah C Klopfer