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John N

Series 63, Series 65

Portland, OR

Raymond James Financial

John Nelson is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services since 2003. He is also associated with The Commerce Company, a support business in Portland, Oregon. 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 consulting, using analytical tools to support client goals and sponsors wrap-fee 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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Matthew M

Series 63, Series 66

Portland, OR

Raymond James Financial

Matthew Marr is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He worked previously at U.S. Bancorp Investments for 12 years before joining Raymond James in 2018. Marr is the owner of CMMM Investments, LLC, which is related to the sale of a practice agreement linked to a retirement event. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

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

Series 66

Portland, OR

Raymond James Financial

Ty Garo is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2010. Outside of his advisory role, he is an insurance agent for The Commerce Company, where he solicits and processes life insurance business. 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 institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals 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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Robert E

Series 63, Series 65

Portland, OR

Raymond James Financial

Robert Ehlen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Raymond James since 2011 and was also associated with The Commerce Company from 2011 to 2018. In addition to advising, he is employed as an associate at The Commerce Company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal finance work, along with specialized advisory programs such as 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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Amanda B

Series 66

Portland, OR

Raymond James Financial

Amanda Birdsall is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2008 and was previously associated with The Curiel Group. Amanda is also involved as an associate with The Commerce Company outside her advisory role. 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 offers tailored, non-discretionary planning using analytical tools 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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Douglas H

Series 63, Series 66

Portland, OR

Raymond James Financial

Douglas Harman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Raymond James in 2023, he worked for UnionBanc Investment Services LLC for eight years. He also serves as an independent contractor for The Commerce Company, a support entity associated with his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance 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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Erin J

Series 66

Portland, OR

Raymond James Financial

Erin Jones is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services since 2008. Outside of her advisory role, Erin works part-time as a pet sitter through Rover.com. 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, and institutional clients. The firm uses fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and consulting, supported by a large network of advisors and specialized programs.

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

ChFC®, Series 63, Series 65

Portland, OR

Raymond James Financial

Cole Chase is a financial advisor with Raymond James Financial in Portland, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked with Raymond James Financial and its affiliates since 2005. He is also an insurance agent and serves as an independent contractor for The Commerce Company. 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 using analytical tools and supports a broad 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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Jed S

Series 63, Series 65

Portland, OR

Raymond James Financial

Jed Schlanger is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Raymond James Financial and its affiliates since 1995. Schlanger serves on the advisory board of the Simpson Charitable Trust, providing input on nonprofit donations and asset management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA consulting.

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