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Jonathan R

Series 66

Oxford, MS

Raymond James & Associates

Jonathan Randolph is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has a background that includes ten years with the PGA Tour. In addition to his advisory role, he is involved with Next Golf Tour, an online golf league played on trackman golf simulators. 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 municipalities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

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

Series 63, Series 66

Oxford, MS

Raymond James & Associates

Charles Sherman III is a financial advisor with Raymond James & Associates in Oxford, MS, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an officer and committee member at Oxford University United Methodist Church, where he reviews and approves the church's financials. 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 advisory services supported by a nationwide team of advisers.

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

Series 63, Series 66

Oxford, MS

Raymond James & Associates

David Reid is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves as a director for Mid South Grain Inspection Service and is a business partner at UOX Service, LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supplemented by firm research and model manager options.

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