St Louis, MO Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 933 offices

Clients per advisor

89 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

9900 Clayton Road

St Louis MO 63124

Advisors at this office

65

Advisors at this office

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Timothy J

Series 66

St Louis, MO

Raymond James & Associates

Timothy Jurado is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he held positions at Lou Fusz Athletic, Fontbonne University, Lewis and Clark Community College, Central Methodist University, and the Lindbergh School District. Outside of his advisory role, he is a partner and owner of Veni Vici Properties LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, combining diverse portfolio management styles with firm research and affiliated sub-advisers.

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

Series 66

St Louis, MO

Raymond James & Associates

Claudia Ochoa Espejo is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Cynthia Luepke is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she volunteers with the Marine Corps Law Enforcement Foundation. 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 public entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

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

Series 66

St Louis, MO

Raymond James & Associates

Vickie Bollinger is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2017, following a year at Arvest Wealth Management and a brief period as a homemaker. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by affiliated research and model managers.

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

CFP®, Series 63

St Louis, MO

Raymond James & Associates

Clark Morrison is a CFP® with 42 years of industry experience, currently affiliated with Raymond James & Associates since 2018. He previously worked at Wells Fargo Clearing from 2016 to 2018. He serves as a co-trustee for his father. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

St Louis, MO

Raymond James & Associates

William Martiniere is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Louis, MO, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he is involved in political activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

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

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Matthew Gallion is a financial advisor with Raymond James & Associates in St. Louis, MO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2021, he worked at Northwestern Mutual in various roles from 2018 to 2021 and spent three years at 54th Street Grill and Bar. 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 and investment consulting with a 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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Scott P

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Scott Petkas is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Raymond James, he worked for 11 years at Edward Jones. He serves as a board member of the YMCA in Wildwood, MO, and volunteers with the Lions Club in Eureka, MO. 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 municipalities, providing financial planning and non-discretionary consulting supported by a 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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Robert C

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Robert Curtis is a financial advisor at Raymond James & Associates in St. Louis, MO, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining Raymond James in 2024. 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 services through a range of portfolio management styles and affiliated research resources.

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

Series 66

St Louis, MO

Raymond James & Associates

Cameron Harris is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Bank, Infinex Investments Inc., and Wells Fargo Advisors. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide 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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Lukas B

CFP®, Series 66

St Louis, MO

Raymond James & Associates

Lukas Bridenbeck is a CFP® professional with 10 years of industry experience, currently advising at Raymond James & Associates. His previous roles include positions at Northern Trust Securities, Inc. and Northern Trust Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse clientele including individuals, institutions, pension plans, and governmental entities. The firm offers tailored financial planning and consulting services, drawing on a broad range of portfolio management styles and affiliated research.

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

Jennifer T

Series 66

St Louis, MO

Raymond James & Associates

Jennifer Thompson is a Series 66-licensed financial advisor with Raymond James & Associates, based in St. Louis, MO, with 13 years of industry experience. Her prior roles include positions at LPL Financial, Humes Masonry Solutions, and Vantage Credit Union. 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 clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

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

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Katherine Gough is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She previously worked at Robert Baird & Co. for five years before joining Raymond James in 2007. Outside of her advisory role, she serves on the finance and investment committee of Immacolata Catholic Church. Raymond James & Associates is a 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

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

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Glenn Elmblad is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Raymond James Financial Services, Inc. from 1999 to 2021 before joining Raymond James & Associates in 2022. 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

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

Bryan C

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Bryan Cernicek is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at Edward Jones for 23 years before joining Raymond James in 2022. Bryan serves as an advisory board member at SSM Cardinal Glennon Hospital, where he participates in efforts to raise awareness for the hospital. 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 financial planning and advisory services with a range of portfolio management options and municipal advisory capabilities.

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