Cedar Rapids, IA N River Blvd NE 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
4800 N River Blvd NE, Suite 100
Cedar Rapids IA 52411
Advisors at this office
3
Advisors at this office
Christine F
Series 63
Cedar Rapids, IA
Raymond James Financial
Christine Ferring is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. She has worked at Morgan Stanley from 2008 to 2017 and has been with Raymond James and its affiliated entities since 2017. Outside of her advisory role, she is also associated with Jerry K. Ask Investment Services, where she performs financial planning and investment duties. 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 employs tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Gerald A
CFP®, Series 63
Cedar Rapids, IA
Raymond James Financial
Gerald Ask is a CFP® professional with 42 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Cedar Rapids, IA, where he has worked since 2011. Aside from his advisory role, he owns and oversees a support company, Jerry K Ask Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients, offering tailored, non-discretionary advice supported by advanced analytical tools and specialized municipal and public finance services.
Derek S
Series 63, Series 65
Cedar Rapids, IA
Raymond James Financial
Derek Schroder is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals.
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