Carmel, IN 11611 N Meridian St Office
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Raymond James & Associates
Institution
Firm-wide stats for Raymond James & Associates
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
Based on Raymond James & Associates
Location
11611 N Meridian St, Ste 600
Carmel IN 46032-7118
Advisors at this office
32
Advisors at this office
Benjamin D
Series 66
Carmel, IN
Raymond James & Associates
Benjamin Donathen is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Stifel. 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.
Kristin P
Series 66
Carmel, IN
Raymond James & Associates
Kristin Popovic 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, Inc., Morgan Stanley, and Merrill. Raymond James & Associates is a large brokerage and investment advisory firm 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 through various advisory programs.
Tyler M
Series 63, Series 65
Carmel, IN
Raymond James & Associates
Tyler Maddox is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2026, he spent 12 years at UBS Financial Services. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Austin H
Series 66
Carmel, IN
Raymond James & Associates
Austin Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James & Associates since 2015 and previously spent a year at Beachbody, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research resources.
Scott M
Series 63, Series 65
Carmel, IN
Raymond James & Associates
Scott Medalen is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 2007. 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 and pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.
Gregory R
Series 63, Series 66
Carmel, IN
Raymond James & Associates
Gregory Renner is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior work includes two years at Morgan Keegan & Company, LLC before joining Raymond James in 2013. He serves on the finance committee of the Indiana Motor Truck Association and is a committee member at Woodland Country Club, both nonprofit organizations. 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 non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory and employer consulting services.
Chad H
Series 63, Series 66
Carmel, IN
Raymond James & Associates
Chad Hayward is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. 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 services supported by extensive research and a range of portfolio management strategies.
Jessica N
CFP®, Series 63
Carmel, IN
Raymond James & Associates
Jessica Norris is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a power of attorney for a family member. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Tammy S
Series 66
Carmel, IN
Raymond James & Associates
Tammy Schmaltz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2013. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide advisor network.
Todd P
Series 63, Series 65
Carmel, IN
Raymond James & Associates
Todd Polackin is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2013 and also works part time as a sorter for UPS. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Joshua M
Series 66
Carmel, IN
Raymond James & Associates
Joshua Masariu is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 25 years of industry experience and has been with Raymond James since 2013. He serves as a non-compensated advisory board member for Redux. 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 supported by a nationwide network of advisers.
Anthony I
Series 65, Series 63
Carmel, IN
Raymond James & Associates
Anthony Iacobucci is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Raymond James & Associates since 2015, following a brief tenure at Mass Mutual Investors Services. 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 that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.
Jackson S
Series 63, Series 66
Carmel, IN
Raymond James & Associates
Jackson Stewart is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he serves as the acting trustee for an Irrevocable Life Insurance Trust for family members. 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.
Matthew W
Series 66
Carmel, IN
Raymond James & Associates
Matthew Williams is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked in hospitality and independently produced a documentary exploring street outreach programs for people experiencing homelessness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by firm research and affiliated sub-advisers.
Lance L
CFP®, Series 63, Series 65
Carmel, IN
Raymond James & Associates
Lance Lyday is a CFP® professional with 35 years of industry experience, currently serving at Raymond James & Associates since 2018. His prior experience includes 18 years at LPL Financial and over three decades as a self-employed advisor. He is also a member and Chair of the Investment Committee for the Archdiocese of Central and Southern Indiana’s Finance Council. Raymond James & Associates is a large, nationally supported 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 with a range of portfolio management styles and affiliated research resources.
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