Portland, OR SE Martin Luther King, Jr. Blvd Office

Jeri Richard is a financial advisor at Raymond James & Associates in Portland, OR, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. In addition to her advisory role, she is affiliated with Portland Community College. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Brennan Turner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and The Prudential Insurance Company of America. He also has experience working in education at Lake Oswego High School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, offering non-discretionary planning and a range of affiliated services including municipal finance advisory.

Jared Schafer is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Raymond James, he worked in automotive sales and management at BMW Portland and Mini of Portland. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, nonprofits, and government entities, providing wealth advisory planning and investment consulting through non-discretionary, goal-specific advice supported by an extensive affiliate network.