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Matthew Jacob Schmidt

Raymond James & Associates, Inc.

Ft. Wayne, IN

CRD 6356738

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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 2024-07-12
IN RA APPROVED 2024-06-17
  • TX RA
    APPROVED
    Since 2024-07-12
  • IN RA
    APPROVED
    Since 2024-06-17

Branch Locations

9910 Dupont Circle Drive East Suite 100, Ft. Wayne, IN 46825 • 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
Jjb Hilliard Wl Lyons Llc Louisville KY 06/2014 10/2019
Robert W. Baird & Co. Incorporated Fort Wayne IN 10/2019 06/2024
Raymond James & Associates, Inc. Fort Wayne IN 06/2024 Present
Previous Registrations
Other Businesses

Emmanual Lutheran Church- Stewardship & council member Ball St University - North Eastern IN Alumni Board

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-21
  • S66 Uniform Combined State Law Examination
    2015-01-21
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ON INVESTMENT MANAGEMENT CO
LPL FINANCIAL LLC
MARINER

Nearby Investors

EUGENE HENRY DONNELLY
ADAM CHRISTOPHER JOHNSTON
SETH TYLER MARSHALL

Nearby Offices

ON INVESTMENT MANAGEMENT CO · FT. WAYNE, IN
LPL FINANCIAL LLC · FORT WAYNE, IN
MARINER · Fort Wayne, IN

More in Ft. Wayne, IN

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