Bartlesville, OK 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
330 South Johnstone Avenue
Bartlesville OK 74003
Advisors at this office
3
Advisors at this office
Heather R
CFP®, Series 66
Bartlesville, OK
Raymond James Financial
Heather Robison is a CFP® professional with 17 years of experience, currently serving as a financial advisor and branch manager at Raymond James Financial Services Advisors, Inc. She has previous experience with FISD, Inc. from 2016 to 2020 and has held multiple roles since 2008, including work alongside a CPA firm. In addition to her advisory work, Robison serves as Treasurer for the Richard Kane YMCA in Bartlesville and is a board member of a local private country club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm delivers tailored non-discretionary planning using risk profiling and modeling tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.
Brice T
Series 66
Bartlesville, OK
Raymond James Financial
Brice Terronez is a financial advisor with Raymond James Financial in Bartlesville, Oklahoma, holding a Series 66 designation and one year of industry experience. His career includes previous roles at ConocoPhillips and the University of Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and a range of specialized programs.
Douglas M
Series 66
Bartlesville, OK
Raymond James Financial
Douglas Mciver is a financial advisor with Raymond James Financial in Bartlesville, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has worked with Raymond James since 2008 and previously held roles at Susan Dick Financial Services, LLC, and FISD Inc. Mciver serves as a committee member on the County Excise and Equalization Board and participates in the finance and investment committee at St. Luke's Episcopal Church. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and a broad advisor network.
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