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).
Total Assets Under Management142,933MILLION
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.