Los Angeles, CA Constellation Blvd Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 933 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

10250 Constellation Blvd, Ste 850

Los Angeles CA 90067

Advisors at this office

11

Advisors at this office

user avatar

Nicholas R

Series 66

Los Angeles, CA

Raymond James & Associates

Nicholas Reskin is a financial advisor at Raymond James & Associates with a Series 66 credential. He has prior experience in the technology sector, including roles at Telesign Corporation and GumGum Sports. 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 individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions.

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

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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 credentials and 25 years of industry experience. He previously worked at Lehman Brothers Inc for eight years and has served as a Notary Public since 2016. Figueroa is also involved with the Centro de Rehabilitacion Ebenezer, where he has been active for a decade. 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 charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

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

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)