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
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 21 December 2018 |
| Series 99 | Operations Professional Examination | 20 December 2018 |
- Name
- Securities Industry Essentials Examination
- 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.
Does Jaclyn Matsick have a current investment-adviser registration?
Jaclyn Matsick has a current broker registration and no current investment-adviser registration.
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.