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Jered F

Series 66

Everett, WA

Raymond James Financial

Jered Fowler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services since 2009 and has served with the Everett School District since 2020. Fowler is an advisory board member of F.R McAbee, Inc., where he provides guidance on business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that include municipal advisory services and specialized employer retirement plan consulting.

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

Series 66

Everett, WA

Raymond James Financial

David Wartes is a financial advisor at Raymond James Financial with over one year of industry experience. He holds the Series 66 designation and has previously worked at Mainspring Wealth Advisors, Permabilt, and other firms. Outside of his advisory role, he serves as Vice President and independent contractor at Constellation Wealth Services, where he is involved in administrative and portfolio management activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory programs supported by analytical tools and maintains unique municipal advisory capabilities within a large institutional platform.

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

Series 63, Series 65

Everett, WA

Raymond James Financial

Steven Foster is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and its affiliates since 2001, including eight years with Foster Financial Group Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor non-discretionary planning and consulting to client goals and supports these through advisory programs and institutional portfolio management.

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

Series 63, Series 66

Everett, WA

Raymond James Financial

Aaron Wartes is a financial advisor with Raymond James Financial, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. In addition to his advisory role, he operates Constellation Wealth Services in affiliation with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through advisory programs and institutional consulting.

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