Matthew C Smith

Financial advisor at Raymond James & Associates, Inc. · Jackson, MS

Last updated 2026-10-10

Claim your profile

Matthew C Smith is a financial advisor at Raymond James & Associates, Inc. in Jackson, MS, CRD 8160212. Licenses and exams on the registration: Series 66. IAPD registration began 2026-02-27.

Registration

CRD number
8160212
Registration status
Active
IAPD registration
2026-02-27
Industry Experience
0 years
Work Experience
11 years
States registered
MS, TX

Licenses and exams

  • Series 66

Work history

  • 2025-10 to Present · Raymond James & Associates Inc. · Jackson, MS
  • 2024-05 to 2025-09 · Cadence Bank · Oxford, MS
  • 2015-07 to 2024-05 · Renasant Bank · Oxford, MS

Current employment

SEC IAPD record for Matthew C Smith

Raymond James & Associates, Inc.

Regulatory AUM
$500,955,604,975
Registered advisors
5,800
Offices
1,828
Clients per advisor
91.7 (Moderate)
Average AUM per client
$942.3K (Low)
High-net-worth client ratio
18.7% (Moderate)

Raymond James & Associates, Inc.: advisors, services and reported ETF investments

About

Matthew C Smith is a financial advisor at Raymond James & Associates, Inc. in Jackson, MS. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Cadence Bank, Renasant Bank.

Raymond James & Associates, Inc.'s firm-level Form ADV reports 5,800 advisors across 1,828 offices; approximately 91.7 clients per advisor, average assets per client of $942,324, and regulatory AUM of $501B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Raymond James & Associates, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Registered Municipal Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners

Location

4266 I-55 North, Suite 200, Jackson, MS 39211

22 advisors at this office.

Raymond James office in Jackson, MS

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Matthew C Smith?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.