Anchorage, AK Office

Team
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Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 933 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.

Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.

Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.

Based on Raymond James & Associates

Expertise

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

188 W Northern Lights Blvd., Suite 1210

Anchorage AK 99503

Advisors at this office

6

Advisors at this office

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Michael M

CFP®, Series 63, Series 65

Anchorage, AK

Raymond James & Associates

Michael Morrison is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he is a part-time bookkeeper for Accu-Type Depositions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jonathan C

Series 66

Anchorage, AK

Raymond James & Associates

Jonathan Coon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He is currently based in Anchorage, AK and has also worked at Colony High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research support.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Keith G

CFP®, Series 63, Series 65

Anchorage, AK

Raymond James & Associates

Keith Green is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Raymond James & Associates and previously worked at Morgan Stanley and Citigroup Global Markets. Raymond James & Associates is a large firm managing approximately $501 billion in assets, serving individuals, institutions, and municipal clients. The firm provides financial planning, investment consulting, and institutional fiduciary solutions, with a focus on customized planning and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Justin M

Series 66

Anchorage, AK

Raymond James & Associates

Justin Mills is a financial advisor with Raymond James & Associates in Anchorage, AK, holding a Series 66 designation and seven years of industry experience. His career includes roles at Key Investment Services LLC, KeyBank, Bank of America, Merrill, and service in the United States Army. He serves on the boards of Anchorage Opera and the American Legion. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers a range of financial planning and consulting services with various portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christian D

Series 66

Anchorage, AK

Raymond James & Associates

Christian Deykes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Raymond James in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. He serves as a board member of Anchorage East Rotary, a charitable organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and advisory services supported by a range of portfolio management styles and firm research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Allyson B

Series 66

Anchorage, AK

Raymond James & Associates

Allyson Berg is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2024, she worked at Merrill from 2021 to 2024 and spent 13 years at the University of Alaska Anchorage. She volunteers by maintaining statistics for the University of Alaska Anchorage Athletic Department’s basketball teams during the season. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and is notable for providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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