Jersey City, NJ Office
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Raymond James & Associates
Institution
Firm-wide stats for Raymond James & Associates
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
Based on Raymond James & Associates
Location
Jersey City NJ
Advisors at this office
3
Advisors at this office
Marshall R
Series 66
Jersey City, NJ
Raymond James & Associates
Marshall Roy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. He has been with Raymond James since 2019 and previously worked at Tulane University, Bacobar, and Bryant Pond. 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 with a range of portfolio management styles and affiliated research.
Roger S
Series 66
Jersey City, NJ
Raymond James & Associates
Roger Syracuse is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he plays drums periodically on weekends with several bands. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities through a range of financial planning and consulting services.
Ryan W
Series 63, Series 65
Jersey City, NJ
Raymond James & Associates
Ryan Willenborg is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Lincoln International, RSM US LLP, and KPMG. Raymond James & Associates 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 high-net-worth individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
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