Bethesda, MD Montgomery Ave Office

Jason Goldstein is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is the owner of TGGTB LLC, a business based in Bethesda, MD. 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 individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Claire Cooney is a financial advisor with Raymond James & Associates in Bethesda, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, she worked at Grubhub Inc. and Oracle Inc., and she completed her education at Pennsylvania State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Daniel Toubiana is a financial advisor at Raymond James & Associates with one year of industry experience. He previously served in the Israeli Defense Force and has worked at United Health Care. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by extensive research and portfolio management resources.