Bourbonnais, IL N Convent St Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,960 offices

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

Location

1521 N Convent St, Ste 400

Bourbonnais IL 60914

Advisors at this office

4

Advisors at this office

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Justin F

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

Justin Faber is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Mass Mutual, Liberty National, and the Marion County Sheriff’s Office. He is involved in local government through his role with the Kankakee County Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 66

Bourbonnais, IL

Raymond James Financial

Chad Mc Cleary is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and has a long career background that includes sixteen years at Court Street Ford. Outside of his advisory role, he is an independent contractor financial advisor with Faber Financial Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on technology and specialized municipal and public finance work.

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

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

Carole Eckberg is a financial advisor with Raymond James Financial in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of her advisory role, she works as a sales assistant and cashier at Faber Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through its advisory programs and other providers, with a notable affiliation to a municipal advisor and specialized 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

David F

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

David Faber is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2011. In addition to his advisory role, he owns and operates an insurance agency that offers group and individual health insurance, life and disability options, Medicare supplements, and property and casualty insurance. 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 individuals, pension plans, corporations, and charitable organizations. The firm delivers tailored, non-discretionary planning using analytical tools and supports a large network of advisors with both institutional consulting and portfolio management services.

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