Atlanta, GA 1000 Abernathy Road, NE Office

Team
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Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,796

Across 934 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

1000 Abernathy Road, NE, Building 400, Suite 1425

Atlanta GA 30328

Advisors at this office

10

Advisors at this office

user avatar

Lamar W

Series 66

Atlanta, GA

Raymond James & Associates

Lamar Ware is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Douglas Crenshaw is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at Morgan Keegan & Company, LLC and Morgan Stanley DW Inc. Outside of advising, he is a partner in an LLC established for office leasing purposes. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63

Atlanta, GA

Raymond James & Associates

Mark Whatley is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Roland Larmore III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Morgan Keegan & Company and Citigroup Global Markets. Outside of his advisory work, he is involved as a community coach. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management approaches, including equity, fixed income, and alternative strategies.

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

Series 66

Atlanta, GA

Raymond James & Associates

William Larmore is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Frazier & Deeter, LLC for two years and spent seven years in 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, institutional clients, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research options.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Allan Gottlieb is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes tenures at Morgan Keegan & Company, LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. He serves on the advisory board of the Northside Youth Organization, a nonprofit focused on youth activities in Atlanta. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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

Series 66

Atlanta, GA

Raymond James & Associates

Mary Williams is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2011. Outside of her advisory role, she works part-time as a yoga instructor. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning and consulting services, employing diverse portfolio management styles supported by extensive research and a broad affiliate network.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

John Connolly is a financial advisor at Raymond James & Associates in Atlanta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2014. Connolly also serves as Treasurer and officer of the Connolly Family Foundation, a nonprofit organization that issues grants to charities. 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 municipalities, and offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Joseph S

Series 66

Atlanta, GA

Raymond James & Associates

Joseph Switay is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2025, he was self-employed from 2021 to 2025. Outside of finance, he is the owner of JSwitay Music LLC, where he records and produces music and teaches piano and music technology. 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 wide range of clients, including high-net-worth individuals, institutions, and municipalities, offering financial planning, investment consulting, municipal advisory services, and a variety of portfolio management strategies.

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

CFP®, ChFC®, Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Ican Osinjolu is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the CFP® and ChFC® designations and has prior experience with AXA Advisor LLC, AXA Equitable LLC, Wells Fargo Clearing Services LLC, and Metlife Investors Distribution Company. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional services through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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