Jeannie E. Matza
Professional summary
Jeannie Esther Matza, who also goes by Jean Esther Matza, Jean Esther Pedersen, Jeannie Pedersen, is a registered financial advisor currently at COMPASS INVESTMENT ADVISERS, LLC located in Portland, Oregon.
Jeannie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeannie has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeannie Esther Matza's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2021 - Present
COMPASS INVESTMENT ADVISERS, LLC
Office #1: 4475 Sw Scholls Ferry Rd Suite 270, Portland, OR 97225-1958October 3, 2015 - December 15, 2017
DIRECTIONAL FINANCIAL SERVICES
January 18, 2013 - June 27, 2019
EMPIRICAL WEALTH MANAGEMENT
October 24, 2012 - January 2, 2013
EMPIRICAL WEALTH MANAGEMENT, LLC
August 25, 1999 - December 10, 2003
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
COMPASS INVESTMENT ADVISERS, LLC
CRD#: 131933 / SEC#: 801-131278
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/10/2021)
(9/13/2024)
Exams
Current Firm
COMPASS INVESTMENT ADVISERS, LLC
CRD#: 131933 / SEC#: 801-131278
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 241 |
| AUM (Assets Under Management) | $ 110,517,958 |
Red Flags
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