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Jason K

Series 63

Phoenix, AZ

Raymond James Financial

Jason Kunz is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he serves as an officer for Anasazi Investment Group and Kunz Wealth Management LLC. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to align recommendations with client goals, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 66

Phoenix, AZ

Raymond James Financial

Ryan Young is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and previously worked at the U.S. Department of Agriculture, the University of Maryland, Howard Community College, the YMCA, and served five years in the U.S. Marine Corps. Young is also the owner of Young Money Management, a corporation used for managing expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work 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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Theodore Y

Series 66

Phoenix, AZ

Raymond James Financial

Theodore Young is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been associated with Raymond James since 2015. Outside of his advisory role, he serves as a coach at Arizona State University, dedicating significant time to venture mentoring during the academic year. 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 nonprofit organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through its wide network of advisors and affiliated firms.

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