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Jack B

Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

Jack Bayer is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2017. Prior to that, he was employed by J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2008 to 2017. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jerry T

Series 66

Jacksonville, FL

Raymond James & Associates

Jerry Therrel is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has prior work history with Bank of America, Merrill, PNC Wealth Management, Essex National Securities, and Waddell & Reed. Raymond James & Associates, Inc. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marcus B

Series 66

Jacksonville, FL

Raymond James & Associates

Marcus Brannon is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, and various Raymond James entities since 2012. Based in Jacksonville, FL, he has been with Raymond James & Associates since 2022. Raymond James & Associates, Inc. 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 institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeremy T

Series 63, Series 66

Jacksonville, FL

Raymond James & Associates

Jeremy Thomas is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Merrill from 2013 to 2019 before joining Raymond James & Associates in 2019. Raymond James & Associates, Inc. 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 institutional advisory services supported by a broad nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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