Mengxi Jia is a CFA® credentialed financial advisor with Raymond James (USA) Ltd. She has four years of experience within the Raymond James group and previously worked at BMO Investments Inc. and Bank of Montreal. Her background also includes roles in securities and credit unions in Canada. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm operates as a subsidiary within the larger Raymond James group and emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary management approaches.

Jiaqian He is a CFA® charterholder with one year of experience at Raymond James (USA) Ltd. and three years with its Canadian affiliate, Raymond James Ltd. Prior to that, they held positions at Richardson Wealth, Scotia McLeod, and BMO Private Investment Console. Jiaqian He serves as an Associate Investment Advisor at Raymond James Ltd. and is involved in sales activities. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit sharing plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing within a larger Raymond James financial services group.

John Beal is a financial advisor with Raymond James (USA) Ltd., holding a Series 65 designation and four years of industry experience. He previously worked for RBC Dominion Securities Inc. from 2002 to 2021 and has held various roles within the Raymond James group since 2021. Beyond his advisory work, he is the sole owner and designated insurance agent of 3 Keys Wealth Corp., which holds a corporate life insurance license. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that serves individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management through its Ambassador wrap-fee program, emphasizing asset allocation, diversification, and long-term investing supported by in-depth market research and a range of brokerage and advisory resources.