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RIA / WealthAdvisor27 years in industry

JEANNIE ESTHER MATZA

Advisor at COMPASS INVESTMENT ADVISERS, LLC

PORTLAND, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPASS INVESTMENT ADVISERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 2, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 2, 1999
First registration: Oct 24, 2012
Dual registered: no
Other names: JEANNIE PEDERSEN|JEAN ESTHER MATZA|JEAN ESTHER PEDERSEN
IAPD individual key: 3231019

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPASS INVESTMENT ADVISERS, LLC	Independent wealth	Jan 10, 2021	n/a	yes	PORTLAND, OR	Current employment
DIRECTIONAL FINANCIAL SERVICES	Independent wealth	Oct 3, 2015	Dec 15, 2017	no	Portland, OR\|SEATTLE, WA	Previous registration
EMPIRICAL WEALTH MANAGEMENT	Independent wealth	Jan 18, 2013	Jun 27, 2019	no	SEATTLE, WA\|Portland, OR\|Portland, OR	Previous registration
EMPIRICAL WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 24, 2012	Jan 2, 2013	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMPIRICAL WEALTH MANAGEMENT	DIRECTIONAL FINANCIAL SERVICES	Jun 27, 2019	Oct 3, 2015	-1,363	Firm change after gap	Other
DIRECTIONAL FINANCIAL SERVICES	COMPASS INVESTMENT ADVISERS, LLC	Dec 15, 2017	Jan 10, 2021	1,122	Firm change after gap	Other
EMPIRICAL WEALTH MANAGEMENT, LLC	EMPIRICAL WEALTH MANAGEMENT	Jan 2, 2013	Jan 18, 2013	16	Channel change	Other

Relationships

Registered with (4)

→ COMPASS INVESTMENT ADVISERS, LLCRegistered adviserregistration: current employment
Jan 10, 2021 to presentfactForm ADV
→ EMPIRICAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 18, 2013 to Jun 27, 2019factForm ADV
→ DIRECTIONAL FINANCIAL SERVICESRegistered adviserregistration: previous registration
Oct 3, 2015 to Dec 15, 2017factForm ADV
→ EMPIRICAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 24, 2012 to Jan 2, 2013factForm ADV

Dated events

No dated event names this entity yet.