San Diego, CA Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,799

Across 933 offices

Clients per advisor

88 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

San Diego CA

Advisors at this office

4

Advisors at this office

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Linda S

Series 63, Series 65

San Diego, CA

Raymond James & Associates

Linda Stirling is a financial advisor at Raymond James & Associates with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, RBC Capital Markets, and Merrill. Outside of her advisory work, she serves as chairman of the board for Umbrella Ministries, a charity providing grief support for mothers who have lost a child, and is the author of the book *Hope for a Broken Heart*. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting with a non-discretionary approach, drawing on diverse portfolio management strategies and supporting municipal advisory services.

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

ChFC®, Series 66

San Diego, CA

Raymond James & Associates

Patrick Denis is a ChFC® with 25 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2023. His prior experience includes roles at Concourse Financial Group Securities, Protective Life Insurance Company, AIG Capital Services, and American General Life Insurance. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David G

Series 63, Series 66

San Diego, CA

Raymond James & Associates

David Gillaspy is a financial advisor with Raymond James & Associates in San Diego, CA, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He previously worked at Madison Avenue Securities, Inc. for nine years and has been associated with multiple Raymond James entities since 2022. In addition to his advisory role, he maintains a non-active California real estate sales agent license. 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 non-discretionary investment consulting supported by a broad 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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Alexander S

Series 66

San Diego, CA

Raymond James & Associates

Alexander Stanescu is a Series 66-licensed financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for three years and LPL Financial for one year. He also spent nine years at San Diego 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 supported by a nationwide adviser network.

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