Idaho Falls, ID Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,806

Across 938 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

1570 Elk Creek Dr Ste 1

Idaho Falls ID 83404

Advisors at this office

6

Advisors at this office

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Carla G

Series 66

Idaho Falls, ID

Raymond James & Associates

Carla Greenough is a financial advisor with Raymond James & Associates based in Idaho Falls, ID. She holds a Series 66 designation and has 27 years of industry experience, including 28 years at Merrill prior to joining Raymond James in 2024. Outside of her advisory role, she owns two small businesses: F.A.S.T Racing and Shop With Carla G, which involve invoice management and retail sales of clothing and crafts, respectively. 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 consulting services with a range of portfolio management styles, supplemented by research and model managers, while maintaining mostly non-discretionary client relationships.

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

Series 63, Series 65

Idaho Falls, ID

Raymond James & Associates

Larry Stucki is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He is based in Idaho Falls, ID. 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
user avatar

Straton F

Series 66

Idaho Falls, ID

Raymond James & Associates

Straton Facer is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Rich Broadcasting and Smith Chevrolet Co Inc, as well as Idahoan Foods. 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 services.

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

Shauna M

Series 66

Idaho Falls, ID

Raymond James & Associates

Shauna Misseldine is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. She previously worked at Merrill for 22 years before joining her current firm in 2024. 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 and non-discretionary investment consulting supported by a 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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Jacob W

CFP®, Series 63, Series 66

Idaho Falls, ID

Raymond James & Associates

Jacob Waddoups is a financial advisor with Raymond James & Associates, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience, previously working at Bank of America and Merrill before joining Raymond James. 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, and municipal entities—and provides 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

Brandon P

Series 66

Idaho Falls, ID

Raymond James & Associates

Brandon Peebles is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 22 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he owns and manages an agricultural business involving land and livestock in Idaho. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored financial planning and consulting services with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

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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