Jason Betts is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Cantella & Co., Bank of America, Merrill, Banc of America Investment Services, and Wells Fargo Investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kevin McCarthy is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2012. Outside of his advisory work, he engages in a TV consulting hobby related to soccer and hockey advertising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a variety of portfolio management styles and affiliated research.

Ohan Chorekchyan is a financial advisor at Raymond James & Associates with 16 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for nine years each. Chorekchyan holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipalities. The firm provides tailored financial planning and consulting services, utilizing various portfolio management styles and research resources while maintaining primarily non-discretionary relationships with clients.

Sanae Garcia is a financial advisor at Raymond James & Associates with 36 years of industry experience. Prior to joining Raymond James in 2025, she worked at UBS Financial Services Inc. for 14 years. Outside of her advisory role, she owns Nose Wiggle Productions, Inc., a company through which she occasionally sells photography and video work. Raymond James & Associates is a large broker‑dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Jordan Berry is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Compass from 2018 to 2020 and Deasy Penner & Partners from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Michelle Marquez is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cantella & Co., Bank of America, and Merrill. Outside of her advisory work, she manages rental properties in Pasadena, CA. 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 tailored financial planning and consulting services through a range of portfolio management styles and supports municipal advisory services and employer consulting programs.

Joselyn Nordstrom is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked with Raymond James & Associates since 2017 and was previously with Triad Advisors, Inc. from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Patricia Valenzuela is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney for 10 years. Outside of her advisory role, she works part-time as a cake maker and decorator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wedbush Securities Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside her advisory work, she serves as Vice President and Financial Consultant for The Lighthouse Group in Pasadena, CA. Raymond James & Associates is a 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.

Jessica Quinn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Wedbush Securities, Inc. from 2024 to 2026. Quinn has a background that includes several roles in educational institutions before entering the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

William Creedon is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2015. Creedon serves on the board of directors for Las Torres, Inc., which operates a 141-unit federally subsidized low-income housing project. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by extensive research and a range of portfolio management strategies.

Michael Medina is a CFP® and Series 66 registered advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2026, he worked at Pure Financial Advisors and held several other financial and non-financial roles, including a period focused on education from 2010 to 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with a range of financial planning and consulting services, emphasizing non-discretionary, tailored advice supported by proprietary research and multiple portfolio management styles.

Frank Epinger is a financial advisor with Raymond James & Associates in Pasadena, CA. He holds Series 63 and Series 65 credentials and has 35 years of industry experience, including prior roles at Wedbush Securities, JPMorgan Chase Bank, and J.P. Morgan Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programmatic and institutional services.

Dylan Garcia is a Series 66 credentialed financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at UBS Financial Services for eight years and has academic experience at the University of Southern California and Arizona State University. 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 institutional fiduciary solutions.

Michelle Moore is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked concurrently at the Los Angeles School District since 1998. 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, non-discretionary investment consulting, and municipal advisory services.

Quenten Kirby is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has been with Raymond James in various capacities since 2019. Outside of finance, he works as an actor, appearing in television and film productions, primarily in independent projects. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and in-house research.

Damian Flanigan is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing one year of industry experience. He previously worked at Ameriprise Financial Services LLC and has been involved in managing the ultraHealth Agency since 2019, where he serves as CEO. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on a range of portfolio management styles supported by extensive research and affiliated resources.

Magdalena Lesmana is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 11 years of industry experience. She has worked at Raymond James & Associates since 2017 and previously spent two years with D.A. Davidson & Co. 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, institutional clients, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and affiliated research resources.

Simon Rawlinson is a CFP® professional with 17 years of industry experience currently with Raymond James & Associates. He previously worked at Unionbanc Investment Services and MUFG Union Bank from 2015 to 2022. Outside of his advisory role, he holds a minority equity stake in a private equity technology start-up, The Quantum Storey Company, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, institutions, pension plans, and charitable organizations. The firm provides tailored financial planning and consulting, offering a range of portfolio management styles supported by affiliated research and model managers.

Kathleen Roshay is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has worked at Raymond James since 2017 and previously was with D.A. Davidson & Co. from 2013 to 2017. She holds a Series 66 designation. Roshay co-owns and manages rental real estate properties with her daughter. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and advisory services utilizing various portfolio management styles and extensive affiliated research resources.

Aaron Werner is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves as a co-trustee of an irrevocable life insurance trust for his in-laws. 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 non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Kenneth Robbins is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has worked at Raymond James since 2017 and was previously with D.A. Davidson & Co. from 2013 to 2017. Robbins serves on the Finance and Investment Committee of St. James Episcopal Church, assisting with the selection of investment managers for the church's accounts. Raymond James & Associates is a dually registered broker-dealer and 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 specialized municipal advisory services.

Veronica Aguirre is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2020. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Manuel Hernandez III is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley in various roles between 2015 and 2023. Outside of his advisory work, he serves as a professor at Rio Hondo Community College. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research resources.

Brian A. Garcia is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, using various portfolio management styles supported by firm research and affiliated sub-advisers.

Howard Kern is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. He previously worked at Wedbush Securities Inc. and UBS Financial Services Inc. Kern serves on the Board of Governors for the USC General Alumni Association and is a member of the Board of Directors for USC Marshall Partners, involved in fundraising for the USC School of Business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

John Simmons is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise Financial Services Inc and involvement in business development through JDS Business Development. 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, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting through multiple advisory programs.