Raymond James Financial Services

Wealth Management Firm in Jacksonville Beach, FL

Firm Info
Address: 830 3rd St S #104, Jacksonville Beach, FL 32250, USA
Phone: (904) 372-4900

Firm Size
Assets Under Management: $272 billion
# of Advisors: 5,571
# of Clients: 846,581
Client to Advisor Ratio: 152:1
Average Account Size: $321,292
# of Offices: 89

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

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

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

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions
  • Other

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Raymond James Financial Services Advisors, Inc Overview

Raymond James Financial Services Advisors, Inc is a fee-based registered investment advisory firm that has been providing investment advice since 2008. Headquartered in Saint Petersburg, FL, the firm offers a variety of financial planning services to individuals and small businesses, including portfolio management and educational seminars and workshops. They also offer portfolio management services to businesses and institutional clients, as well as pension consulting services to assist with retirement planning. In addition to traditional financial planning services, the firm also offers hourly and fixed-rate consultations for clients seeking more targeted advice on specific financial matters. As a registered investment advisory firm, Raymond James Financial Services Advisors, Inc is focused exclusively on providing investment advice and does not engage in buying or selling securities on behalf of clients. Overall, Raymond James Financial Services Advisors, Inc is a comprehensive financial planning firm that offers a wide range of services for clients seeking personalized investment advice and thoughtful planning for their retirement and financial goals.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC serves a diverse range of clients, including individuals seeking personalized financial guidance, as well as high net worth individuals who require sophisticated investment strategies tailored to their unique circumstances. In addition, the firm extends its services to banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporate entities. These clients entrust the firm with their financial needs, seeking knowledgeable advice and strategic planning to achieve their goals. RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers flexible fee structures to accommodate the range of client needs and services provided. Clients may opt for percentage-based fees, where the firm earns a percentage of the assets under management, aligning its interests with those of the client. Alternatively, they may select hourly, fixed, or commission-based fees, depending on the service provided. Additionally, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC also offers other types of fees, depending on the service provided, to ensure clients receive the most value for their investment. Regardless of the fee chosen, clients can trust that the firm's fees are competitive and transparent, reflecting its commitment to putting client interests first.

Typical Clients, Fee Structures & Investment Minimum

According to their Part 2 Brochure, Raymond James Financial Services Advisors, Inc does not require a minimum asset amount for planning and/or investment consulting services for individuals. However, clients should consult with their IAR to determine if there are any minimum asset requirements to become a client. Clients will also be required to complete the Wealth Advisory Services agreement and pay fees as stated in the agreement. Therefore, there is no mention of an investment minimum in their Part 2 Brochure.

How This Office Can Help Jacksonville Beach, FL Residents

Raymond James Financial Services is a well-known and trusted financial advisor company in Jacksonville Beach, FL. They offer a wide range of services and expertise to assist clients in managing their financial situations effectively. They provide assistance in developing investment strategies, retirement planning, tax planning, and estate planning to individuals and businesses. Living in Jacksonville Beach, FL, residents may face financial dilemmas related to the tourism industry. They may require additional assistance in managing their finances as it is a seasonal job with unpredictable pay. Additionally, with the high cost of living, residents may require advice on budgeting, managing credit card debts, and saving for emergency funds. Raymond James Financial services help clients create a comprehensive financial plan that is tailor-made to handle these challenges while meeting their unique needs and goals. With their services, clients can rest assured that their finances are in competent hands.

To view the Minimum Investment and Fee Schedule for Raymond James Financial Services Advisors, Inc, visit their Part 2 Brochure.

Services Offered by Raymond James Financial Services Advisors, Inc

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 Financial Services Advisors, Inc 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.

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

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 830 3rd St S #104, Jacksonville Beach, FL 32250, USA
Phone (904) 372-4900
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State Registrations

Raymond James Financial Services Advisors, Inc is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Raymond James Financial Services Advisors, Inc does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023