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David Deraney Jr.

Advisor at Raymond James Financial

Updated today

Location

Jackson, GA 30233

Credentials

Series 63

Industry experience

39 years

About

David Deraney Jr. is a financial advisor with Raymond James Financial in Jackson, GA, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James Financial since 2005 and operates Deraney Financial concurrently. Outside of his advisory work, he serves as a power of attorney for a family member in assisted living. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and firm-supported research.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

261 Brookwood Ave Ste C

Jackson, GA 30233

Most active in

Georgia · Texas

Work history

Raymond James Financial

2009 - Present (17 years)

Deraney Financial

2007 - Present (19 years)

Raymond James Financial Services INC

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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