Carlsbad, CA Armada Dr Office

Kellen Hoke is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, he held roles at Morgan Stanley and has worked in various positions including at Michael Waltrip's Taproom and the Charlotte National Whitewater Center. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Kalyn Walker is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. 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 institutional fiduciary solutions.

Cason Dougall is a financial advisor at Raymond James & Associates holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he worked at Momentum Marketing and spent ten years in full-time education. Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and an affiliated research network.

Jon Vance is a financial advisor at Raymond James & Associates with 16 years of industry experience. He has worked with Raymond James since 2017 and previously spent three years at RBC Capital Markets. Outside of his advisory role, he serves as a trustee for Vance IRA, a family trust he co-manages with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing diverse portfolio management styles and an extensive affiliate network.

Charles Brown Jr. is a CFP® with 20 years of industry experience, currently advising at Raymond James & Associates since 2025. His prior roles include positions at City National Securities, USAA Financial Advisors Inc., Merrill, and Edward Jones. Outside of his advisory work, he is the Owner and CEO of an LLC focused on rental property acquisition and management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and specialized municipal services.

Katherine Robinson is a financial advisor with Raymond James & Associates in Carlsbad, CA, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James & Associates since 2014. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting with access to a range of portfolio management styles and affiliated research.

Jeffrey Ardantz is a financial advisor with Raymond James & Associates, holding Series 65, 66, and 63 licenses and has 24 years of industry experience. He has worked at Raymond James & Associates since 2016, following prior positions at Morgan Stanley and Novodyn Advisors LLC. Outside of his advisory role, Ardantz is involved with Henri P Ardantz LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning and consulting services, employing a range of portfolio management styles supported by affiliated research and model managers.

Jacob Auger is a financial advisor at Raymond James & Associates in Carlsbad, CA, holding a Series 66 designation with two years of industry experience. His background includes prior roles at LPL Financial and the Salt Lake Country Club, as well as extended experience in education at Westminster College and La Costa Canyon 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Jon Paul Witkop is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Raymond James since 2018, following positions at LPL Financial and Algonquin Advisors. Outside of his advisory work, he serves as an assistant coach for the San Diego Saints U18 hockey team. Raymond James & Associates is a large 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 consulting services supported by a broad range of portfolio management styles and affiliated research.