Bryan, TX 1716 Briarcrest Drive Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 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

1716 Briarcrest Drive, Suite 730

Bryan TX 77802

Advisors at this office

4

Advisors at this office

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Justin R

ChFC®, Series 63

Bryan, TX

Raymond James Financial

Justin Reagan is a ChFC® credentialed financial advisor with 23 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at THE O.N. Equity Sales Company and Ohio National Financial Services. He is also the owner of Chane Reagan Financial Services, a business focused on insurance and fixed products. 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, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning and consulting through tailored analytical tools and supports institutional consulting and portfolio management across a large advisor network.

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

Raymond R

CFP®, Series 63, Series 65, Series 66

Bryan, TX

Raymond James Financial

Raymond Rhoades is a CFP® professional at Raymond James Financial with 28 years of industry experience. He has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he provides financial management and planning services as an independent contractor for Crossbridge Wealth Strategies, LLC, and he is the owner of Stewardship Partners LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and risk profiling tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 63

Bryan, TX

Raymond James Financial

Peter Greaves is a financial advisor at Raymond James Financial with 30 years of industry experience. He has worked at various Raymond James entities since 1996 and previously at Linsco/Private Ledger Corp. He also serves as an independent contractor financial advisor for Crossbridge Wealth Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations, offering tailored non-discretionary planning supported by advanced analytical tools.

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

Series 66, Series 63

Bryan, TX

Raymond James Financial

Dwight Arnold is a financial advisor with Raymond James Financial in Bryan, Texas, holding Series 66 and Series 63 credentials and bringing 28 years of industry experience. He has been associated with Raymond James Financial since 2001 and operates a CPA tax practice under Dwight W. Arnold, CPA, P.C. In addition to his advisory role, he is involved in the sale of term insurance and is a partner in a business owning a former office building for his practice. 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 fact-finding and risk profiling tools to deliver tailored non-discretionary planning and supports advisory programs with technology-driven resources, including artificial intelligence and municipal advisory services.

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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