Anchorage, AK Denali St Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
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
Based on Raymond James Financial
Location
3401 Denali St Ste 103
Anchorage AK 99503
Advisors at this office
4
Advisors at this office
Jeffrey L
Series 63, Series 65
Anchorage, AK
Raymond James Financial
Jeffrey Leonard is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1999. In addition to his advisory role, he owns a support company, J.S. Leonard and Associates LLC, based in Anchorage, Alaska. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical modeling, supporting client implementation through various advisory programs.
Pieter M
Series 66
Anchorage, AK
Raymond James Financial
Pieter Mc Donald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James since 2012 and is also associated with J.S. Leonard and Associates since 2011. Outside of his advisory work, he serves as an officer in support companies related to branch operations and expense tracking. Raymond James Financial Services Advisors, Inc. provides planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to guide client goals and supports its recommendations through multiple advisory programs.
Trevor G
Series 66
Anchorage, AK
Raymond James Financial
Trevor Geerin is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at Davis Constructors & Engineers Inc and Top Shelf Realty. Outside of advising, he is employed at Leonard & Martens, LLC, a support company unrelated to investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Allison B
ChFC®, Series 63, Series 66
Anchorage, AK
Raymond James Financial
Allison Biss is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 66 licenses. She has 28 years of industry experience, including 27 years at Edward Jones before joining Raymond James Financial Services Advisors, Inc. in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs and resources.
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