Colorado Springs, CO S 8th Street 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
1763 S 8th Street, Ste 1
Colorado Springs CO 80905
Advisors at this office
3
Advisors at this office
Brian B
CFP®, Series 66
Colorado Springs, CO
Raymond James Financial
Brian Boudreau is a CFP® with 18 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at Edward Jones from 2011 to 2019. Outside of his advisory role, he is CEO of Beta Partners Brian LLC and Your TaxLady and Co and is involved in property management as an officer and owner of B&K Real Estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Aurora A
Series 65
Colorado Springs, CO
Raymond James Financial
Aurora Ash is a Series 65-registered financial advisor with Raymond James Financial Services Advisors, Inc., based in Colorado Springs, CO. She has three years of industry experience and has held roles at several firms including Beta Financial Partners and Atlas Lifestyle Planning Group LLC. In addition to her advisory work, Aurora has a long history in tax preparation and education, having worked with AAA Tax Preparation since 2010 and DeVry University from 2001 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to tailor non-discretionary recommendations to client goals and supports both municipal finance and SIMPLE IRA Employer Advisory services.
James B
Series 63, Series 66
Colorado Springs, CO
Raymond James Financial
James Boudreau is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience, including 18 years at Edward Jones prior to joining Raymond James in 2019. Outside of his advisory role, he serves as a director for the Security Fire Protection District in Colorado Springs. 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 using risk profiling and analytical tools, and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services program.
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