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Joseph B

Series 63

Oxford, AL

Raymond James Financial

Joseph Bynum III is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial since 2009. Bynum is also president of Wealth and Retirement Services Inc., where he devotes significant time. 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 institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through its unique affiliations.

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

CFP®, Series 63

Oxford, AL

Raymond James Financial

Jonathan Jones is a CFP® with five years of experience in financial advising, currently associated with Raymond James Financial Services Advisors, Inc. He previously worked at Longview Financial Advisors, Regions, and BB&T. Outside of his advisory work, he is the owner of Born Again Properties, LLC, a real estate brokerage. 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 offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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