Cherry Hill, NJ 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
1040 Kings Highway North, Suite 303
Cherry Hill NJ 08034
Advisors at this office
2
Advisors at this office
Karl F
Series 66
Cherry Hill, NJ
Raymond James Financial
Karl Foote is a financial advisor with Raymond James Financial in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James Financial since 2009 and also worked at Foote Financial, Inc. for 10 years, where he served as associate and co-branch manager. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains advisory programs with specialized services such as municipal finance and SIMPLE IRA Employer Advisory & Consulting Services.
Harry F
CFP®, Series 63, Series 65
Cherry Hill, NJ
Raymond James Financial
Harry Foote is a Certified Financial Planner® with 33 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1998 and has been with Raymond James Financial since 2009. He was also the owner and president of Foote Financial Inc., a support company. 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 utilizes analytical tools to support client goals, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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