Miami, FL S. Dadeland Blvd. 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
9100 S. Dadeland Blvd., Suite 105
Miami FL 33156
Advisors at this office
3
Advisors at this office
Melissa S
Series 63
Miami, FL
Raymond James & Associates
Melissa Seifer is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and bringing 38 years of industry experience. She has been associated with both Southern Equity, Inc. and Raymond James & Associates since 2007. In addition to her advisory role, she serves as an arbitration panel member for FINRA Dispute Resolution Services and has been involved in caregiving through a home care affiliation supporting her mother’s aging in place. 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 wide range of clients, including individuals, institutions, and municipalities, offering tailored financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.
Jonathan S
Series 66
Miami, FL
Raymond James & Associates
Jonathan Sherry is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and three years of industry experience. He previously worked at Professional Management Inc. for ten years before joining Raymond James in 2022. Outside of advising, he co-owns a single-unit condo with his domestic partner. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.
Jeffrey R
Series 63
Miami, FL
Raymond James & Associates
Jeffrey Rubens is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and 44 years of industry experience. He has been with Raymond James & Associates since 2007. He is president and director of the Westminster Barrington Foundation, a family charitable organization established by his father. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles and affiliated research resources.
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