Los Angeles, CA Constellation Blvd Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

10

Of 5,796 advisors across 937 offices

Location

10250 Constellation Blvd, Ste 850

Los Angeles CA 90067

Advisors at this office

10

Advisors at this office

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Trevor C

Series 63, Series 65

Los Angeles, CA

Raymond James & Associates

Trevor Colby is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, 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
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Jessica S

Series 63, Series 66

Los Angeles, CA

Raymond James & Associates

Jessica Sharp is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2016. Based in Los Angeles, CA, her career has focused on advisory services within a large institutional framework. Raymond James & Associates is a 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 advisory services supported by a broad range of investment strategies and affiliated research.

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

Series 63, Series 65

Los Angeles, CA

Raymond James & Associates

Mark Pomerantz is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he manages a rental apartment building. Raymond James & Associates serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting. The firm utilizes a variety of portfolio management styles and affiliated research resources, and it provides municipal advisory services alongside market-making and execution in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Dylan C

Series 63, Series 65

Los Angeles, CA

Raymond James & Associates

Dylan Colby is a financial advisor with Raymond James & Associates in Los Angeles, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets, serving individual, institutional, and municipal clients. The firm provides financial planning and consulting services through a range of portfolio management styles and is notable for offering municipal advisory services alongside execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Wilfredo F

Series 63, Series 66

Los Angeles, CA

Raymond James & Associates

Wilfredo Figueroa is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes a long tenure at Lehman Brothers Inc., and he serves as a Notary Public and is involved with the Centro de Rehabilitacion Ebenezer. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through 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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Jose L

Series 66

Los Angeles, CA

Raymond James & Associates

Jose Landeros Jr. is a financial advisor with Raymond James & Associates in Los Angeles, holding a Series 66 designation and 21 years of industry experience. He has worked with Raymond James & Associates since 2014. 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, institutional clients, and municipal entities, and offers a range of financial planning and advisory services with a non-discretionary approach.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Roxana M

Series 66

Los Angeles, CA

Raymond James & Associates

Roxana Montane Marrero is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Equitable Advisors, PlanMember Securities Corporation, and spent several years in academic roles at Westmont College and the University of Art Institute of Cuba. 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 consulting services with 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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Matthew A

Series 66

Los Angeles, CA

Raymond James & Associates

Matthew Ayers is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, Ayers is involved in rental real estate investment, overseeing property management decisions. 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 advisory services.

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

Series 66

Los Angeles, CA

Raymond James & Associates

Jaron Singletary is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 21 years 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, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marissa D

Series 66

Los Angeles, CA

Raymond James & Associates

Marissa Day is a financial advisor with Raymond James & Associates in Los Angeles, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2014, including various affiliated entities within the Raymond James organization. Raymond James & Associates, Inc. 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 services.

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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