Tucson, AZ East Skyline Drive Office

Team
Updated today
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,814

Across 937 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

1755 East Skyline Drive, Suite 101

Tucson AZ 85718

Advisors at this office

9

Advisors at this office

user avatar

Jorge R

Series 66

Tucson, AZ

Raymond James & Associates

Jorge Rosas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley and its private bank affiliate from 2012 to 2019. 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.

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

Elroy M

Series 66

Tucson, AZ

Raymond James & Associates

Elroy Masters Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Before joining Raymond James in 2020, he worked at UDR from 2017 to 2020 and was a student at Colorado State University from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various advisory programs, utilizing multiple portfolio management styles and affiliated research resources.

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

Jeffry L

Series 66

Tucson, AZ

Raymond James & Associates

Jeffry La Beff is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 license and 18 years of industry experience. He spent 18 years at Edward Jones before joining Raymond James in 2025. 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 consulting through a range of portfolio management styles and research resources.

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

Guillermo E

Series 66

Tucson, AZ

Raymond James & Associates

Guillermo Elias is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he assists in managing a family-owned ranch in Sonora, Mexico. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions 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
user avatar

Mary Jo L

Series 66

Tucson, AZ

Raymond James & Associates

Mary Jo La Beff is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and operated a business under the name MJ LABEFF for four years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Jose H

Series 63, Series 66

Tucson, AZ

Raymond James & Associates

Jose Hernandez Cevada is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing, Wells Fargo Bank NA, JP Morgan Chase Bank, and JP Morgan Securities LLC. He also has experience outside finance, having been involved with BYU Idaho Online for seven 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 wide range of clients including individuals, institutional investors, and municipal entities, offering financial planning and consulting with a variety of portfolio management approaches.

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

Luis C

Series 66

Tucson, AZ

Raymond James & Associates

Luis Coppel is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, he worked for 38 years at Air Express International dba DHL Global Forwarding. He is involved with Agroexport de Sonora S.A. de C.V., an agricultural business, in a non-investment capacity. 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 municipal entities, offering financial planning, advisory programs, and institutional consulting.

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

Ramon B

Series 66

Tucson, AZ

Raymond James & Associates

Ramon Burrola Jr. is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 specialized municipal advisory services.

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

Alejandro B

Series 66

Tucson, AZ

Raymond James & Associates

Alejandro Burrola Hernandez is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2011 to 2019 before joining Raymond James in 2019. Outside of advising, he operates a personal vehicle rental business through Turo, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning and investment consulting with a variety of portfolio management styles, municipal advisory services, and an extensive affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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