Raymond James & Associates, Inc.

Raymond James & Associates, Inc. (CRD# 705) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $91,401,318,711 in 317,837 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    91,401
    MILLION
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
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 3,544 top financial advisors.
1
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.

2
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.
3
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.

4
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.

5
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.

 

 

6
Howard L. Rodgers
CRD#: 4834019
909 Poydras Street; Suite 1300, First Bank & Trust Tower, New Orleans, LA 70112
100
Wealthminder
score
Howard Rodgers (CRD# 4834019) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Orleans, LA and has over 8 years of experience in the finance industry.
7
Beverly A. Ainsley
CRD#: 4308049
1650 S. South Bend Avenue, Suite 201, South Bend, IN 46617
98
Wealthminder
score

Beverly Ainsley (CRD# 4308049) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in South Bend, IN and has over 15 years of experience in the finance industry.

8
Paul E. Miller
CRD#: 1769045
159 Crocker Park Blvd., Suite 390, Westlake, OH 44145
98
Wealthminder
score

Paul Miller (CRD# 1769045) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 28 years of experience in the finance industry.

9
Morgan H. Irvin
CRD#: 6050496
Salt Lake City, UT
97
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 4 years of experience in the finance industry.

10
Daniel K. Battjes
CRD#: 4696789
15 And 21 Kercheval Avenue, 2 Suites, Same Building, Grosse Pointe Farms, MI 48236
96
Wealthminder
score

Daniel Battjes (CRD# 4696789) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has over 13 years of experience in the finance industry. Daniel Battjes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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