Columbus, GA Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 935 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

260 Brookstone, Centre Parkway

Columbus GA 31904

Advisors at this office

12

Advisors at this office

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Brian A

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Brian Alford is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a board member and officer involved in fundraising for American Little League in Columbus, GA. 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 various organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary client relationships and diverse portfolio management strategies.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Jacquelyn Clark is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James since 2013 and co-owns High Log Creek Farm and Hunting Preserve, where she manages accounting and payroll. Clark is also a partner in an agricultural family limited liability partnership. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser force and a range of portfolio management styles.

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

Series 63

Columbus, GA

Raymond James & Associates

Brenda Meadows is a financial advisor with Raymond James & Associates in Columbus, GA, holding a Series 63 designation and bringing 30 years of industry experience. She 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, pension plans, and charitable organizations, 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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John M

Series 63, Series 65

Columbus, GA

Raymond James & Associates

John Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Dancing Bears Farm LLC and a partner in a family limited partnership that manages timber land under a long-term lease. Raymond James & Associates, Inc. is a dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a broad range of portfolio management strategies.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

George Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2015. 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 non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Jeff Dakin is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 35 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 wide range of clients including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research.

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

Series 66

Columbus, GA

Raymond James & Associates

Gregory Kolb is a financial advisor at Raymond James & Associates with four years of industry experience. Before joining Raymond James, he served seven years in the 75th Ranger Regiment, USASOC, United States Army. 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.

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

Series 65, Series 66

Columbus, GA

Raymond James & Associates

William Middleton is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an operating manager and board member of Broken Arrow Land Company, LLC. 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 investors, pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management styles and affiliated research.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Michael Goldman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved with Celebrity’s Casseroles, a food service business, and serves as immediate past president in a consulting honorary position at the Shearith Israel Synagogue. Raymond James & Associates is a large, dually registered 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 through various programs, combining multiple portfolio management styles with research and model manager options.

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

Series 63, Series 66

Columbus, GA

Raymond James & Associates

Andrew Sullivan is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Morgan Stanley Smith Barney, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. in addition to his current role since 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services that incorporate a variety of portfolio management styles and research resources.

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

Melissa H

Series 63, Series 66

Columbus, GA

Raymond James & Associates

Melissa Hamilton is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at Merrill, Janney Montgomery Scott, and Morgan Stanley Smith Barney. 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, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.

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

Richard S

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Richard Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a co-executor on a family estate and holds a volunteer officer position as secretary for a homeowners association board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting through multiple advisory programs, supported by a nationwide adviser network and a range of portfolio management strategies.

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