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Jaclyn Matsick

Director at Abrdn

Broker registration; no current adviser registration

Jaclyn Matsick is Director of Abrdn Inc., a Philadelphia investment adviser managing $41.5B. Jaclyn Matsick has a current broker registration and no current investment-adviser registration and has passed the Series 99 and SIE.

2
Licensing exams

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Jaclyn Matsick has been Director of Abrdn since June 2023. Jaclyn Matsick is a control person of the firm and directly owns under 5% of it.

Abrdn Inc. is a Philadelphia, PA firm with $41.5B under management, 166 clients and 55 advisers across 3 offices, as of its March 2026 filing.

No adviser firm registrations are on Jaclyn Matsick’s record.

Credentials and registrations

Examinations

SIE21 December 2018
Name
Securities Industry Essentials Examination
Series 9920 December 2018
Name
Operations Professional Examination

Individual record

Full name
Jaclyn Marie Matsick
CRD
6956232

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Jaclyn Matsick work?

Jaclyn Matsick has been Director of Abrdn Inc. since June 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 March 2026

Does Jaclyn Matsick have a current investment-adviser registration?

Jaclyn Matsick has a current broker registration and no current investment-adviser registration.

Source: IAPD individual record, checked 18 October 2026

What exams has Jaclyn Matsick passed?

Jaclyn Matsick has passed 2 licensing exams: the Series 99 and SIE. The earliest, the Series 99, was passed in December 2018.

Source: IAPD individual record, checked 18 October 2026

Leadership at Abrdn

Sources

  1. IAPD individual record, CRD 6956232. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Abrdn Inc., filed 26 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

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