Chicago, IL 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
Chicago IL
Advisors at this office
4
Advisors at this office
R C
Series 66
Chicago, IL
Raymond James Financial
R Carson is a financial advisor with Raymond James Financial in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Advisors for six years and Edward Jones for twelve years. Outside of his advisory role, he manages Jeller Wealth Management, a support company based in Chicago. 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 consulting using analytical tools and supports clients through various advisory programs and specialized institutional services.
Ellie L
Series 66
Chicago, IL
Raymond James Financial
Ellie Lien is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Advantis and LegalZoom. Lien serves as a committee member for the Josephinum Academy of the Sacred Heart and is employed as a financial advisor partner at WillowTree Financial Solutions. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as probability modeling to support client goals.
Sengchanh V
Series 66
Chicago, IL
Raymond James Financial
Sengchanh Van Many is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James and its affiliated entities since 2008. He is also affiliated with Concordia University since 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.
Jennifer S
Series 63, Series 65
Chicago, IL
Raymond James Financial
Jennifer Stickler is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2006. She is also involved in an independent advisor network she co-owns. Raymond James Financial Services Advisors, Inc. provides a range of financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning based on risk profiling and analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.
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