Cory J Matsumoto

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

• 05/2016 → 11/2023
  Comerica Securities, Inc.
  Costa Mesa, CA
• 11/2023 → 07/2026
  Ameriprise Financial Services, Llc
  Costa Mesa, CA
• 07/2026 → Present
  Raymond James & Associates, Inc.
  Newport Beach , CA

Previous Registrations

• 2023-11-03 → 2026-07-23
  Ameriprise Financial Services, Llc
  Costa Mesa, CA
  Irvine, CA
• 2012-11-06 → 2023-11-03
  Comerica Securities
  Costa Mesa, CA

Other Businesses

(1) Name of Business: Address: 117 Measure, Irvine, CA, 92618, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/05/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Matsumoto & Matsumoto Address: 117 Measure, Irvine, CA, 92618, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 12/25/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Identify investment opportunities for the general partnership (investment club).

Exams

• S66 Uniform Combined State Law Examination
  2012-11-05

Other Names

• Cory Matsumoto
• Cory J Matsumoto
• Cory James Matsumoto