Raymond James

Retirement Planning Firm in Jackson County, OR

Firm Info
Address: W Cortland St, Jackson, MI 49201, USA
Phone: (517) 782-4770

Firm Size
Assets Under Management: $902 million
# of Advisors: 105
# of Clients: 2,469
Client to Advisor Ratio: 24:1
Average Account Size: $365,323
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Raymond James (Usa) Ltd Overview

Raymond James (USA) Ltd is a fee-based registered investment advisory firm that has been in business since 2011. The firm has its headquarters in Vancouver and offers a range of financial services to individuals and small businesses. As a broker-dealer, Raymond James is authorized to provide investment advice and can assist clients with financial planning and portfolio management. One of the key services provided by Raymond James is portfolio management. The firm's experienced advisors can help clients tailor their investments to their financial goals and risk tolerance. Additionally, the firm offers a selection of other advisors to ensure that clients can access the right expertise for their needs. Beyond portfolio management, Raymond James also publishes a range of periodicals and newsletters to keep clients informed about market conditions and investment opportunities. This commitment to education and transparency is part of what sets the firm apart in the crowded investment advisory landscape. Overall, Raymond James (USA) Ltd is a trusted partner for clients seeking a reliable investment advisor with a commitment to personalized service and long-term financial planning.

RAYMOND JAMES (USA) LTD offers a range of services to a diverse group of clients. The firm's clients include individuals seeking wealth management and investment advice, as well as high net worth individuals looking for tailored financial planning. RAYMOND JAMES (USA) LTD carefully considers each client's unique situation to provide personalized service and advice that meets their specific needs. Clients can expect high levels of attention and support from the firm's experienced professionals, who work to ensure they achieve their financial goals. Fee structures offered by RAYMOND JAMES (USA) LTD vary depending on the service provided. The firm charges a percentage of assets under management (AUM) for its wealth management services. This fee is typically a percentage of the total assets managed by the firm on behalf of the client and is designed to cover the cost of investment management, portfolio monitoring, and ongoing advisory support. RAYMOND JAMES (USA) LTD also offers a range of other fee structures, including hourly rates for one-off advisory services and fixed fees for specific projects. The firm is committed to providing transparent, competitive pricing and can work with clients to develop a fee structure that fits their needs and budget.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Raymond James (USA) Ltd requires an investment minimum of $100,000 for their Separately Managed Account program. However, for their mutual fund and exchange-traded fund investments, there is no minimum investment amount mentioned in their Part 2 Brochure.

How This Office Can Help Jackson County, OR Residents

Raymond James is dedicated to providing comprehensive financial planning services to clients in Jackson County, OR. Given the rural nature of the region, many residents may struggle with unique financial challenges, such as limited access to banking services and retirement planning resources. Raymond James is committed to helping those in Jackson County overcome these challenges and achieve their financial goals. Raymond James offers a broad range of services to residents of Jackson County, including retirement planning, estate planning, investment consulting, and financial advice. The firm's team of experienced advisors can work closely with clients to gain a deep understanding of their unique financial circumstances and develop a personalized financial plan tailored to their needs. Whether someone is looking to save for retirement, manage their financial assets, or build a nest egg, Raymond James can provide the guidance and support they need to succeed.


Services Offered by Raymond James (Usa) Ltd

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Raymond James (Usa) Ltd most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location W Cortland St, Jackson, MI 49201, USA
Phone (517) 782-4770
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 2100-925 WEST GEORGIA STREET, VANCOUVER, V6C3L2, Canada

This firm has no other locations.


Disciplinary History

Raymond James (Usa) Ltd does not have any disclosures. Please visit it's Form ADV for more details.