Chillicothe, MO 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
891 Fairway Dr.
Chillicothe MO 64601
Advisors at this office
3
Advisors at this office
Katie C
Series 66
Chillicothe, MO
Raymond James Financial
Katie Chaney is a financial advisor at Raymond James Financial with five years of industry experience. She previously worked at the Federal Reserve Bank of Kansas City for ten years. Chaney holds the Series 66 designation and operates out of Chillicothe, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.
Brian U
Series 66
Chillicothe, MO
Raymond James Financial
Brian Upton is a financial advisor with Raymond James Financial in Chillicothe, Missouri, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with Raymond James Financial since 2010. Outside of his advisory role, he is involved with an agricultural business and serves as a registered representative at Nibarger Investment Services, LLC. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, with notable municipal and public finance advisory capabilities.
Terry N
Series 63, Series 65
Chillicothe, MO
Raymond James Financial
Terry Nibarger is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2010. Outside of his advisory role, he owns an agricultural business producing hay and serves as an officer and finance committee member for the Viking Valley Association, a homeowners association. 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 delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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