Coral Gables, FL Alhambra Cir Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,806

Across 936 offices

Clients per advisor

88 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

396 Alhambra Cir, Ste 701

Coral Gables FL 33134

Advisors at this office

5

Advisors at this office

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Jorge B

Series 63, Series 65

Coral Gables, FL

Raymond James & Associates

Jorge Benitez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and consulting through a variety of portfolio management styles, supported by extensive research and affiliated managers.

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

Ximena G

Series 66

Coral Gables, FL

Raymond James & Associates

Ximena Gomez is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has six years of industry experience, including a fourteen-year tenure at Wells Fargo Advisors prior to joining Raymond James in 2019. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

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

Astrid R

Series 63, Series 65

Coral Gables, FL

Raymond James & Associates

Astrid Rodriguez Carranza is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and manages multiple businesses, including social media marketing firms and a real estate property management company in Colombia, and serves as trustee for a trust benefiting a family member. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by extensive research and a wide range of portfolio management options.

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

James L

Series 63, Series 66

Coral Gables, FL

Raymond James & Associates

James Levy is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

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

Jose D

Series 63, Series 65

Coral Gables, FL

Raymond James & Associates

Jose Diaz is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Diaz is also the manager of Elite Wealth Management Group, a business he owns in Coral Gables, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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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