Houston, TX San Felipe St. Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 933 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

5847 San Felipe St. Suite 3825

Houston TX 77057

Advisors at this office

59

Advisors at this office

user avatar

Marlene F

Series 63, Series 65

Houston, TX

Raymond James & Associates

Marlene Fowler is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. 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, charitable organizations, and municipal entities, 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
user avatar

Chase S

Series 63, Series 65

Houston, TX

Raymond James & Associates

Chase Schaefer is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Schaefer has worked with Raymond James since 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.

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

Marina T

Series 63, Series 65

Houston, TX

Raymond James & Associates

Marina Tudela is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. She previously worked at UBS Financial Services for 20 years before joining Raymond James in 2020. Outside of her advisory role, she is an officer and co-owner of American Building Maintenance Inc., a business she manages occasionally alongside her husband. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Michelle G

Series 66

Houston, TX

Raymond James & Associates

Michelle Gallehugh is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and bringing 31 years of industry experience. Prior to joining Raymond James in 2008, she was associated with Nerium from 2015 to 2017 as an independent contractor involved in direct marketing of skincare products. She also serves as a team liaison and treasurer for a local high school baseball team in an unpaid capacity. 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 non-discretionary investment consulting supported by advanced modeling and a range of portfolio management options.

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

Irene H

Series 63

Houston, TX

Raymond James & Associates

Irene Haberstroh is a financial advisor with Raymond James & Associates who holds a Series 63 designation and has 34 years of industry experience. She has been with Raymond James since 2000 and also has experience owning a bistro in 2023. 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 advisory services, supported by a nationwide network of advisors and a wide range of portfolio management styles.

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

John S

Series 63, Series 65

Houston, TX

Raymond James & Associates

John Sudduth is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Blanco Canyon LLC and Comancheria Holdings LLC, the latter involving passive investing in securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Akbar M

Series 63, Series 66

Houston, TX

Raymond James & Associates

Akbar Meherali is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at UBS Financial Services, TD Ameritrade Investment Management, and Scottrade, Inc. 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 and consulting with a range of portfolio management styles and affiliated research.

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

Austin R

Series 63

Houston, TX

Raymond James & Associates

Austin Routon Jr. is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2013. Outside of his advisory role, he is the owner of a second home that may be rented out. 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 public 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

Jamie F

Series 66

Houston, TX

Raymond James & Associates

Jamie Forgy is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, Forgy held real estate roles at Century 21 Realty Partners, eXp Realty LLC, and Texas Legacy. Forgy holds a Series 66 designation. 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 municipalities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

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

Brandi T

Series 66

Houston, TX

Raymond James & Associates

Brandi Tanksley is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and one year 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 managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

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

Amad O

Series 66

Houston, TX

Raymond James & Associates

Amad Owidi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank. Outside of his advisory duties, he serves as the executor for his brother’s estate. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Bruce C

Series 63, Series 66

Houston, TX

Raymond James & Associates

Bruce Crawford is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 1997 and serves as President and a director on the board of Harris County Municipal Utility District #189 since 2007. Outside of his advisory role, he is President of Burnt Corn LLC and a partner in Evergreen Partners Ltd, family-owned businesses in which he has ownership interests. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, pension and profit-sharing plans, and municipal entities. The firm offers a variety of financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by in-depth analyses and a broad array of portfolio management strategies.

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

Maria F

Series 63

Houston, TX

Raymond James & Associates

Maria Forero is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 37 years of industry experience. She has been with Raymond James since 2017 and previously worked at UBS Financial Services from 2010 to 2017. Outside of her advisory role, she manages a personal rental real estate business. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Anne R

Series 63, Series 66

Houston, TX

Raymond James & Associates

Anne Routon is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. Outside of her advisory role, she owns a rental real estate property in Houston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and is notable for providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.

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

Meghan N

Series 63, Series 65

Houston, TX

Raymond James & Associates

Meghan Nichols is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, and various educational institutions. She has been involved with Christ Community Church since 2017. 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 investment consulting through structured, non-discretionary relationships supported by extensive research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)