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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 designations and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Raymond James Financial, and A. G. Edwards & Sons, Inc. He serves as Vice President and committee member for the Oxford University United Methodist Church, where he reviews and approves monthly 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, investment consulting, and institutional fiduciary services.

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 with Raymond James & Associates in Oxford, MS, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes prior roles at Wells Fargo Clearing and A.G. Edwards & Sons. Outside of advisory work, Reid serves as a director on the board of Mid South Grain Inspection Service and is a partner in UOX Service, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individual, institutional, and municipal clients. The firm offers tailored, non-discretionary financial planning and consulting supported by extensive research resources and a range of portfolio management styles.

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