Jacksonville, FL Tapestry Park Circle Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,814

Across 937 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

9822 Tapestry Park Circle, Suite 202

Jacksonville FL 32246

Advisors at this office

8

Advisors at this office

user avatar

Kelsie P

Series 66

Jacksonville, FL

Raymond James & Associates

Kelsie Pomeroy is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior experience working at credit unions and The Golf Club at South Hampton. 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 broad client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

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

Kristin A

Series 63

Jacksonville, FL

Raymond James & Associates

Kristin Allen is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she has a personal investment in MOJO BBQ & BLUES, LLC, a private company based in Jacksonville. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.

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

Jennifer S

Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

Jennifer Scott is a financial advisor at Raymond James & Associates in Jacksonville, FL, with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2016. 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, 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

Christopher L

Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

Christopher Leeper is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner at Meinrod & Leeper LLC, a non-investment-related business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and 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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Darcie F

Series 66

Jacksonville, FL

Raymond James & Associates

Darcie Fugatt is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Fidelity Brokerage Services, LLC, as well as a recent role at Hampr, 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 diverse client base that includes individuals, institutions, charitable organizations, 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

Karen H

Series 65, Series 63

Jacksonville, FL

Raymond James & Associates

Karen Haid is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Raymond James & Associates since 2006 and has been involved with the Boomerang Awards since 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 individuals, institutional and 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
user avatar

Sean S

Series 66

Jacksonville, FL

Raymond James & Associates

Sean Suarez is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, Suarez serves on the finance committee of the First Baptist Church of Middleburg and acts as Treasurer for the Clay County Soccer Club, where he manages financial tracking and reimbursements. 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, investment consulting, and institutional fiduciary services 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

Adam M

Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

Adam Meinrod is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a co-owner of Meinrod and Leeper LLC, where he participates in business decision-making. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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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