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William C
Series 63, Series 65
Mason City, IA
Raymond James & Associates
William Cooney is a financial advisor with Raymond James & Associates in Mason City, IA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006 and has participated in the Summer Youth Employment Training Program since 1981. Cooney also serves on the investment committee of the NIACC Foundation Board in Mason City. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Jake B
Series 66
Mason City, IA
Raymond James & Associates
Jake Brown is a Series 66 registered financial advisor with Raymond James & Associates in Mason City, IA. He has 12 years of industry experience, all of which have been with Raymond James & Associates since 2013. 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, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.
William M
Series 63, Series 65
Mason City, IA
Raymond James & Associates
William Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he owns a rental property used to support family housing needs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.
Shane C
Series 63, Series 65
Mason City, IA
Raymond James & Associates
Shane Cooney is a financial advisor with Raymond James & Associates in Mason City, IA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates and also involved with the City of Clear Lake, Iowa since 2006. Outside of advisory work, Cooney co-owns East Main Classics, LLC, which focuses on refurbishing wood boats, and serves as president of Surfside Hospitality, a fundraising entity connected to the North Iowa Cultural Center and Museum. 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 provides financial planning, consulting, and institutional advisory services with a range of portfolio management styles and notable municipal advisory capabilities.
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