Clearwater, FL 28473 Us Highway 19 N 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
28473 Us Highway 19 N, Suite 600
Clearwater FL 33763
Advisors at this office
4
Advisors at this office
James H
Series 63
Clearwater, FL
Raymond James Financial
James Hirschberger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 37 years of industry experience. He has been with Raymond James in various capacities since 1995 and also led Hirschberger Financial Services as branch manager and president. Outside of his advisory work, Hirschberger is involved in beekeeping through his ownership of Love Bee Apiary. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and maintains distinct offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
George K
CFP®, Series 63, Series 65
Clearwater, FL
Raymond James Financial
George Keim is a CFP® certificant with over 33 years of experience in the financial industry. He has been with Raymond James Financial since 2006 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an associate at Hirschberger Financial Services, where he provides financial planning services including tax and estate planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs and other providers.
Sean H
ChFC®, Series 66
Clearwater, FL
Raymond James Financial
Sean Hoolihan is a Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2011. Outside of his advisory role, he is the owner and operator of Hoolihan Financial LLC. 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 employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal and public-finance advisory services.
Jeane A
Series 66
Clearwater, FL
Raymond James Financial
Jeane Andersen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Hirschberger Financial Services and the University of Pittsburgh. Andersen has a varied background with experience in both financial services and other sectors. 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 institutions. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals and has a distinct municipal advisory affiliation uncommon among large institutional advisors.
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