Georgetown, TX Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,796

Across 934 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

1104 S. Rock Street

Georgetown TX 78626

Advisors at this office

8

Advisors at this office

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Gregory B

CFP®, Series 66

Georgetown, TX

Raymond James & Associates

Gregory Bowden is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2013. He has 20 years of industry experience. Outside of his advisory role, he is a co-owner of Goodwater Properties LLC, a rental real estate business. 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 through various program options.

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

Justin F

Series 66

Georgetown, TX

Raymond James & Associates

Justin French is a financial advisor with Raymond James & Associates in Georgetown, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he spent nine years at Dell Technologies. 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 range of clients, including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 63

Georgetown, TX

Raymond James & Associates

Joseph French III is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 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 serving a diverse client base that includes individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supplemented by affiliated research and sub-advisers.

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

Series 66

Georgetown, TX

Raymond James & Associates

Benjamin Arney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of finance, Arney owns and oversees operations at Mint Moving Company and works as a part-time soccer coach providing one-on-one training sessions for children. 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 and consulting services that are generally non-discretionary, supported by comprehensive research and a range of portfolio management strategies.

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

Series 66

Georgetown, TX

Raymond James & Associates

Jaynie Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. The firm is a large, dually registered 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. Raymond James offers tailored financial planning and investment consulting through various advisory programs, supported by extensive research and a diverse affiliate network.

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

CFP®, ChFC®, Series 66

Georgetown, TX

Raymond James & Associates

Douglas Noble is a financial advisor with Raymond James & Associates in Georgetown, TX, holding the CFP® and ChFC® designations and the Series 66 license. He has 21 years of industry experience and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in an agricultural holding company involved in land preparation and wildlife consulting. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Rodney D

CFP®, Series 63, Series 66

Georgetown, TX

Raymond James & Associates

Rodney Dahl is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Goodwater Wealth Management, an investment-related rental real estate business. 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 non-discretionary financial planning and consulting alongside access to a broad range of investment strategies and specialized municipal advisory services.

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

Denise M

Series 63, Series 66

Georgetown, TX

Raymond James & Associates

Denise Meraz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James & Associates. 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, charitable organizations, and municipal entities, offering financial planning, 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
View complete list of advisors at this office
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