Jenkintown, PA Office

Team
Updated today
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,796

Across 935 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

One Pitcairn Place, 165 Township Line Rd, Suite 1500

Jenkintown PA 19046

Advisors at this office

9

Advisors at this office

user avatar

Erin C

Series 63, Series 66

Jenkintown, PA

Raymond James & Associates

Erin Cresko is a financial advisor with Raymond James & Associates in Jenkintown, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, 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

Grace L

Series 66

Jenkintown, PA

Raymond James & Associates

Grace Loveland is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked for Epic Systems Corporation for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice 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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Eliza M

Series 66

Jenkintown, PA

Raymond James & Associates

Eliza Mc Devitt is a Series 66–licensed financial advisor at Raymond James & Associates with six years of industry experience. She has worked at Raymond James since 2020 and previously held roles at THRUUE, Inc. and SynaVoice LLC. Outside of her advisory work, she coaches the University of Pennsylvania Women's Club Water Polo team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and affiliated resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher J

Series 66, Series 63

Jenkintown, PA

Raymond James & Associates

Christopher Jud is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Marcum LLP and Yardley Wealth Management. Outside of his advisory role, he owns and manages a residential rental property in Philadelphia. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles, supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christine P

Series 66

Jenkintown, PA

Raymond James & Associates

Christine Pedrick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2006. 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 advisory services through a variety of portfolio management styles and affiliated research resources.

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

Francis B

Series 63, Series 65

Jenkintown, PA

Raymond James & Associates

Francis Blust is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Vanguard Group and Arcadia University. Outside of his advisory work, he has been involved with the Wissahickon Skating Club for nine years. 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, offering financial planning and non-discretionary investment consulting supported by extensive in-house research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Danielle P

Series 63, Series 66

Jenkintown, PA

Raymond James & Associates

Danielle Page is a financial advisor at Raymond James & Associates with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2008. 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 clients, 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

Hilary B

Series 63

Jenkintown, PA

Raymond James & Associates

Hilary Blust is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Raymond James since 2010. Outside of her advisory role, she serves as trustee for special needs trusts created for family members, overseeing investment management and distribution decisions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning, non-discretionary consulting, and institutional fiduciary solutions supported by a broad adviser network and a variety of portfolio management styles.

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

Susan C

Series 66

Jenkintown, PA

Raymond James & Associates

Susan Crist is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, 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
View complete list of advisors at this office
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