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Thomas J
Series 63, Series 65
Fairlawn, OH
Raymond James & Associates
Thomas Jewett is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2014. Jewett serves as Treasurer and Board Member of the Treasure Cay Community Foundation, a nonprofit managing $1.4 million in assets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services, supported by a comprehensive range of portfolio management styles and affiliated research.
Sarah L
Series 66
Fairlawn, OH
Raymond James & Associates
Sarah Lance Welch is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Patton T
Series 63, Series 65
Fairlawn, OH
Raymond James & Associates
Patton Teagle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Nancy P
Series 63, Series 65
Fairlawn, OH
Raymond James & Associates
Nancy Patterson is a financial advisor with Raymond James & Associates in Fairlawn, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves as an officer and secretary on the board of Public Safety Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through various specialized services.
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