Jeanette Marie Mattiza

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

• 02/1988 → 05/2026
  Ubs Financial Services Inc.
  The Woodlands, TX
• 05/2026 → Present
  Raymond James & Associates, Inc.
  The Woodlands, TX

Previous Registrations

• 1991-01-01 → 2026-05-25
  Ubs Financial Services Inc.
  Houston, TX
  The Woodlands, TX

Other Businesses

(1)Name of Business: MCJ LLC Address: Hwy 21 West, Lincoln, TX, 78948, United States Activity Type: Agriculture/Farming Position/Title: Other, Owner/Proprietor Investment Related: No Start Date: 07/04/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family Farm with sisters, Revenue from sale of cattle.inherited from Mother when she passed, 90 acres about 30 cattle

Exams

• S66 Uniform Combined State Law Examination
  2005-12-27
• S63 Uniform Securities Agent State Law Examination
  1982-05-27

Other Names

• Brade Mattiza