Belton, TX Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,974 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

204 N. Penelope Street, Suite A

Belton TX 76513

Advisors at this office

5

Advisors at this office

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John H

Series 65, Series 63

Belton, TX

Raymond James Financial

John Holmes Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of his advisory role, he has experience managing a contracting business and boat rentals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary advice and supports its clients with advanced analytical tools and institutional consulting capabilities.

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

Jennifer A

Series 66

Belton, TX

Raymond James Financial

Jennifer Anderson is a financial advisor at Raymond James Financial with 14 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and PNC Investments. Outside of her advisory work, she is involved with National Championship Sports. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools like risk profiling and probability modeling, supporting implementation through its advisory programs and strategic partnerships.

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

CFP®, Series 63, Series 66

Belton, TX

Raymond James Financial

Matthew Gunter is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is also the author of a book on financial literacy and owns a ranch where he raises beef cattle. Raymond James Financial Services Advisors 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 and consulting using analytical tools and supports municipal and public-finance work through specialized affiliations.

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

Series 66

Belton, TX

Raymond James Financial

Blake Aldridge is a financial advisor with Raymond James Financial in Belton, TX. He holds the Series 66 designation and has recently begun his career in the financial industry. Prior to his current role, he was involved with Texas First Rentals and has an academic background from Texas A&M University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal and public finance advisory work.

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

CFP®, Series 63, Series 65

Belton, TX

Raymond James Financial

Francesca Gervascio Franzen is a CFP® with 24 years of experience in the financial services industry. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously held positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of her advisory role, she is an author of a book on financial literacy. 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 clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with an uncommon affiliation to a municipal advisor and targeted advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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