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John A

Series 66

Dayton, OH

Raymond James Financial

John Anderson is a financial advisor with Raymond James Financial in Dayton, OH, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Riegel Financial and Raymond James Financial Services, Inc. Since 1998, he has also been active as a freelance musician performing with regional orchestras and churches. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and scenario modeling to support client decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jason M

Series 63, Series 65

Dayton, OH

Raymond James Financial

Jason Moore is a financial advisor with Raymond James Financial in Dayton, OH, holding Series 63 and Series 65 licenses and with 16 years of industry experience. His prior roles include positions at National Wealth Management Group, LLC and PNC Wealth Management. Outside of his advisory work, he has been involved with Centerville Crossfit since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytic tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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