San Jose, CA W San Carlos St. Office

Laurel Fierro is a financial advisor with Raymond James & Associates in San Jose, CA, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2023, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of her advisory role, she serves as a board member of the Madrone Plaza HOA, where she participates in reviewing budgets, financials, and architectural plans. 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 wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Terrence Medley is a financial advisor at Raymond James & Associates with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 clients, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research support.

Christopher Weng is a financial advisor with Raymond James & Associates in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes 11 years at UBS Financial Services Inc. Outside of finance, he is 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 high-net-worth individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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 has worked at Raymond James since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles supported by extensive research and affiliated sub-advisers.

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.