Bellevue, WA 11747 NE 1st Street Office

Team
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Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,992 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

11747 NE 1st Street, Suite 202

Bellevue WA 98005

Advisors at this office

5

Advisors at this office

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Michael K

Series 63, Series 65

Bellevue, WA

Raymond James Financial

Michael Kernan is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and is also the owner of an agricultural business, BK Orchards, located in Woodinville, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Travis R

Series 63, Series 65

Bellevue, WA

Raymond James Financial

Travis Rus is a financial advisor at Raymond James Financial in Bellevue, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Inc. since 2000. Rus is also the owner of Eastside Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public finance work through a unique municipal advisor affiliation.

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

Series 65, Series 63

Bellevue, WA

Raymond James Financial

Joshua Madore is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His previous experience includes roles at U.S. Bancorp and US Bank. 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 institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and other providers.

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

CFP®, Series 66

Bellevue, WA

Raymond James Financial

Andrew Hergert is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Bellevue, WA. He has served as a financial advisor at Raymond James since 2013 and owns a support company, A.H. Financial, LLC. Additionally, he participates in the management of a family farm business, RH Farms. 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 investors. The firm employs tailored, non-discretionary consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Thomas K

Series 63, Series 65

Bellevue, WA

Raymond James Financial

Thomas Kim is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with multiple affiliated firms, including Nye Financial, HK Financial Group, and Raymond James Financial Services Advisors Inc. Kim is involved in a support company role with Nye Financial and collaborates within a team at HK Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and specialized services such as municipal finance and SIMPLE IRA Employer Advisory.

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