Pasadena, CA N Lake Ave Office

Jason Betts is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Cantella & Co., Bank of America, Merrill, Banc of America Investment Services, and Wells Fargo Investments. 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kevin McCarthy is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2012. Outside of his advisory work, he engages in a TV consulting hobby related to soccer and hockey advertising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a variety of portfolio management styles and affiliated research.

Ohan Chorekchyan is a financial advisor at Raymond James & Associates with 16 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for nine years each. Chorekchyan holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipalities. The firm provides tailored financial planning and consulting services, utilizing various portfolio management styles and research resources while maintaining primarily non-discretionary relationships with clients.

Sanae Garcia is a financial advisor at Raymond James & Associates with 36 years of industry experience. Prior to joining Raymond James in 2025, she worked at UBS Financial Services Inc. for 14 years. Outside of her advisory role, she owns Nose Wiggle Productions, Inc., a company through which she occasionally sells photography and video work. Raymond James & Associates is a large broker‑dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Jordan Berry is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Compass from 2018 to 2020 and Deasy Penner & Partners from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Michelle Marquez is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cantella & Co., Bank of America, and Merrill. Outside of her advisory work, she manages rental properties in Pasadena, CA. 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 tailored financial planning and consulting services through a range of portfolio management styles and supports municipal advisory services and employer consulting programs.

Joselyn Nordstrom is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked with Raymond James & Associates since 2017 and was previously with Triad Advisors, Inc. from 2015 to 2017. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Patricia Valenzuela is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney for 10 years. Outside of her advisory role, she works part-time as a cake maker and decorator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wedbush Securities Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside her advisory work, she serves as Vice President and Financial Consultant for The Lighthouse Group in Pasadena, CA. 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.

Jessica Quinn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Wedbush Securities, Inc. from 2024 to 2026. Quinn has a background that includes several roles in educational institutions before entering the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

William Creedon is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2015. Creedon serves on the board of directors for Las Torres, Inc., which operates a 141-unit federally subsidized low-income housing project. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by extensive research and a range of portfolio management strategies.

Michael Medina is a CFP® and Series 66 registered advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2026, he worked at Pure Financial Advisors and held several other financial and non-financial roles, including a period focused on education from 2010 to 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with a range of financial planning and consulting services, emphasizing non-discretionary, tailored advice supported by proprietary research and multiple portfolio management styles.

Frank Epinger is a financial advisor with Raymond James & Associates in Pasadena, CA. He holds Series 63 and Series 65 credentials and has 35 years of industry experience, including prior roles at Wedbush Securities, JPMorgan Chase Bank, and J.P. Morgan Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programmatic and institutional services.

Dylan Garcia is a Series 66 credentialed financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at UBS Financial Services for eight years and has academic experience at the University of Southern California and Arizona State University. 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.

Michelle Moore is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked concurrently at the Los Angeles School District since 1998. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.