San Jose, CA W San Carlos St. Office

Laurel Fierro is a Series 66-licensed financial advisor at Raymond James & Associates with 18 years of industry experience. She previously worked at Wells Fargo Clearing for seven years before joining Raymond James in 2023. Outside of her advisory role, she serves as a board member for the Madrone Plaza Homeowners Association in San Jose, where she participates in meetings focused on budgeting, financial oversight, and architectural improvements. 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, municipal advisory services, and a range of portfolio management options.

Terrence Medley is a financial advisor at Raymond James & Associates with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Ameriprise, and Prudential Equity Group. He is based in San Jose, CA. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Christopher Weng is a financial advisor with Raymond James & Associates in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley. Outside of his advisory work, he has been involved with Tamad Aviation LLC. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Gerdts is a financial advisor with Raymond James & Associates in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

Taniese Powell is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she has experience in the wellness industry through Loma Spa and has worked at De Anza College. 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, institutions, and municipalities, offering financial planning and consulting primarily through non-discretionary advisory programs supported by a range of investment strategies and affiliated research.

Hendra Iskandar is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2009. 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 plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.