Raymond James & Associates, Inc.

Raymond James & Associates, Inc. (CRD# 705) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $142,933,238,193 in 472,443 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    142,933
    MILLION
  • Total Number of Accounts
    472,443
    ACCOUNTS
  • Average Account Value
    $302,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Raymond James & Associates, Inc.
Showing 1 - 10 of 4,268 top financial advisors.
1
Melissa J. Stewart
CRD#: 5035751
2060 East Paris Avenue Se, Suite 250, Grand Rapids, MI 49546
103
Wealthminder
score

As a Financial Advisor and Partner of Blueway Financial Partners of Raymond James I have two roles:

First, I work closely with clients to help them achieve their goals through our defined process. At the institutional level this includes services such as: committee formation and education, plan provider requests for proposals, fee benchmarking, investment analytics, monitoring outcomes, and
employee education plans and advice. For those select families whom we serve, I like to be thought of as their financial steward helping to manage many aspects of their financial life through our holistic financial planning process. You may be asking yourself how can one person do all of this? I can't. Rather the work our clients see is only possible by the strong team who supports me at both a local and firm level.

Second, I help execute our client Promise and steer our team’s vision for the future. Our Promise Is To: Always serve our clients' needs first; be fair, complete, and truthful; give independent & objective advice; have frequent and meaningful contact; always improve knowledge, wisdom and competence; provide full disclosure of costs and risks; adhere to strict confidentiality; give back to our community, serve with gratitude.

I believe if we take care of those we have the privilege of serving today through our promise, then growth will never be an issue. Our goal is to provide superior services and experiences while growing at a sustainable pace and impacting as many lives as we can along the way.

2
John-mark C. Young
CRD#: 5523862
3524 Commerce Parkway, Wooster, OH 44691
102
Wealthminder
score

 

John-Mark Young understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Raymond James Financial Services located in Wooster, Ohio, he puts his clients—and their needs—first.

 

Offering a wide range of investment services and alternatives, John-Mark is committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, John-Mark will put you—and your needs—first.

 

Before joining Raymond James as a Financial Advisor, John-Mark worked at PNC Wealth Management and Private Client Group for 7 years, where he served as a Relationship Manager for affluent families in Northeast Ohio.

 

John-Mark graduated from Campbellsville University in 2007 with a bachelor’s degree in Organizational Management. He additionally completed his MBA in Finance from Ashland University in 2012. A firm believer in continuing education,

John-Mark enhanced his experience by obtaining his Certified Trust and Financial Advisor (CTFA®) designation in 2014.

 

John-Mark lives in Ontario, Ohio with his wife Megan, as well as Bella, Nash and Landrie their 3 children. Outside of work John-Mark is a member of Westwood Alliance Church, where he serves as an Awana Youth Leader. He also volunteers at Richland Pregnancy Services as a Mentor Dad, is a member of The Mansfield Rotary Club and currently serves on the board of directors at The Christian Children’s Home of Ohio, Inc and Advantage Credit Union.

3
Chase H. Gore
CRD#: 5556427
2900 Highway 280, Suite 100, Birmingham, AL 35223
101
Wealthminder
score
Chase Gore (CRD# 5556427) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Birmingham, AL and has over 7 years of experience in the finance industry.
4
Michael A. Bentley
CRD#: 4986268
159 Crocker Park Blvd., Suite 390, Westlake, OH 44145
100
Wealthminder
score
Michael Bentley (CRD# 4986268) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 11 years of experience in the finance industry.
5
Mack W. Bryson, Jr
CRD#: 4955132
624 Pointe North Blvd., Albany, GA 31721
100
Wealthminder
score

When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. That’s why we focus on financial planning for your whole life – from your first job to your last and beyond.

As the driving force behind the process, you’ll have a better idea of where you stand, where you’re going and how you’ll get there. In fact, the more engaged you are, the better the chances that you will be able to create – and fund – the life you’ve always wanted. And we’re here to help keep everything on track. Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it.

6
Oscar Castellanos
CRD#: 4238841
200 South Biscayne Blvd 7th Floor, Miami, FL 33131
100
Wealthminder
score

Oscar Castellanos (CRD# 4238841) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Miami, FL and has over 15 years of experience in the finance industry.

7
Brad L. Drager
CRD#: 5403175
550 South Main Street, Springboro, OH 45066
100
Wealthminder
score

Brad Drager (CRD# 5403175) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Springboro, OH and has over 8 years of experience in the finance industry.

8
Pericles P. Gregoriou
CRD#: 2416527
QD2255 Glades Road, #324A, Boca Raton, FL 33431
100
Wealthminder
score

Pericles Gregoriou (CRD# 2416527) is an Investment Advisor Representative working at Quorum Investment Counsel as Chief Investment Officer in Boca Raton, FL and has over 21 years of experience as a professional investor.

9
Morgan H. Irvin
CRD#: 6050496
Salt Lake City, UT
100
Wealthminder
score

Morgan Irvin (CRD# 6050496) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.

10
Kyle T. Martin
CRD#: 5347704
2900 Highway 280, Suite 100, Birmingham, AL 35223
100
Wealthminder
score

Kyle Martin (CRD# 5347704) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Birmingham, AL and has over 8 years of experience in the finance industry.

 

 

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