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Kimberly J

Series 63, Series 65

Louisville, KY

Raymond James Financial

Kimberly Jordan is a financial advisor with Raymond James Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Raymond James since 2012 and serves as Vice President and Branch Manager at Stock Yards Investment Services. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

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

Series 63

Louisville, KY

Raymond James Financial

Jeryl Strauss is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 designation and has been associated with Raymond James and Stock Yards Bank and related entities since 2016. In addition to his advisory role, Strauss holds multiple assistant operations manager positions at Stock Yards Bank and its affiliated financial services companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance activities through a unique affiliation with a municipal advisor.

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

Series 63, Series 65

Louisville, KY

Raymond James Financial

Andrew Ruud is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at U.S. Bank and U.S. Bancorp Investments prior to joining Raymond James and is currently associated with Stock Yards Bank & Trust. His additional role involves offering investments to Stock Yards Bank clients through the Raymond James platform. 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, corporations, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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

Series 66

Louisville, KY

Raymond James Financial

Daniel Maclean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 17 years of industry experience. He has served in multiple roles at Stock Yards Bank & Trust Company since 2011, including Vice President, alongside his advisory work at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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

Series 63, Series 65

Louisville, KY

Raymond James Financial

Jimmy Johnson is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Stock Yards Bank, U.S. Bancorp Investments, and TIAA-CREF. Johnson serves as a volunteer subcommittee member for the nonprofit Kentuckiana Friends of V, assisting with finance-related tasks. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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