San Francisco, CA California Street Office

Kenneth Vercellino is a financial advisor with Raymond James & Associates in San Francisco, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining Raymond James in 2022, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. for 12 years. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

John Lucas Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at UBS Financial Services Inc. for 17 years prior to joining Raymond James. He serves as a trusted advisor in a client estate plan, assisting with the facilitation of client wishes pursuant to wills and trusts. Raymond James & Associates is a large institution serving individuals, institutional clients, and plan sponsors with financial planning and advisory services. The firm offers a range of portfolio management styles supported by research and is notable for its municipal advisory services and comprehensive affiliate ecosystem.

Stephanie Wong is a financial advisor with Raymond James & Associates in San Francisco, CA, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services for six years and Robert Baird & Co. for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning, investment consulting, and fiduciary solutions, delivering tailored, primarily non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Katia Kandah is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she held roles at Target and was involved in education at San Jose State University and Prospect High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jason Schlesinger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services and Robert W. Baird. Outside of his advisory role, Schlesinger serves on the board of Take Me to the River, a nonprofit developing music education programs for public schools, and is involved with Make-A-Wish Bay Area and The Better Angels Society, participating in financial oversight and audit committees. 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 tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Clinton Graves II is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. for a combined 11 years before joining Raymond James in 2016. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aaron Igel is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at UBS Financial Services and has been involved in the restaurant and hospitality industry as a bartender and server at Celeste since 2023. 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, supported by a range of portfolio management styles and affiliated research.

Christopher Antipa is a financial advisor with Raymond James & Associates in San Francisco, CA, holding Series 66 and Series 63 licenses and possessing 21 years of industry experience. Prior to joining Raymond James in 2025, he was involved with Knowledge Leaps Disruptions, a data and analytics company, as a non-employee shareholder from 2018 to 2024, and he worked at Itg Inc. from 2008 to 2017. Raymond James & Associates is a large 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, providing financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management strategies.

Dennis Tadeo is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Rover Group, Inc., 1919 Investment Counsel, LLC, and Tiber Capital Group. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Samantha Hsu is a financial advisor with Raymond James & Associates in San Francisco, holding Series 63 and Series 66 designations and having 27 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cody Cabot is a financial advisor at Raymond James & Associates with one year of industry experience and holds the Series 66 designation. Prior to joining Raymond James, he worked at Cabot Financial Advisors, Twilio, Wisetack, Winning Windows Inc., and Kiavi. He is also a licensed insurance agent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, providing financial planning, investment consulting, and municipal advisory services.

Jeffrey Frankos is a financial advisor with Raymond James & Associates in San Francisco, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes 12 years at JPMorgan Chase Bank and J.P. Morgan Securities prior to joining Raymond James in 2022. 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 and pension plans, and charitable organizations, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

John Clifford is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities, LLC. and JPMorgan Chase Bank, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Anthony Han is a CFP® with 34 years of experience in the financial industry. He has worked at Raymond James & Associates since 2016 and previously spent 15 years at Deutsche Bank Securities Inc. 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 clients, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Jacob Rose is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including Guggenheim Securities and Oppenheimer. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering tailored financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.