Altoona, PA 17th St Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

1200 17th St

Altoona PA 16601

Advisors at this office

4

Advisors at this office

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Eric I

Series 63, Series 65

Altoona, PA

Raymond James Financial

Eric Irwin is a financial advisor with Raymond James Financial in Altoona, PA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and practices as a CPA, owning an accounting business that prepares individual tax returns. Additionally, he works as an insurance agent selling fixed annuities and life insurance through fraternal organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and employs various analytical tools to support client goals, while also supporting municipal and public finance services through its unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael I

Series 63, Series 65

Altoona, PA

Raymond James Financial

Michael Irwin is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services, Inc. since 1998. Outside of advisory work, he is the owner of Irwin Financial, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian H

Series 66

Altoona, PA

Raymond James Financial

Brian Hall is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial and affiliated entities since 2007. Hall serves as Treasurer and board member for the nonprofit Arc of Blair County. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through a broad network of advisors and advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Colin W

CFP®, Series 63, Series 66

Altoona, PA

Raymond James Financial

Colin Wetzel is a Certified Financial Planner (CFP®) at Raymond James Financial with 14 years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Morgan Stanley and Stifel Nicolaus. Outside of his advisory work, Wetzel is also an associate at King Financial Partners in State College, PA, where he provides Certified Financial Planner services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals, utilizing advanced analytical tools, and supports advisory programs alongside institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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