Colorado Springs, CO E Las Animas St Office

Team
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Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

201 E Las Animas St, Ste 103

Colorado Springs CO 80903

Advisors at this office

8

Advisors at this office

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Robert B

Series 66

Colorado Springs, CO

Raymond James Financial

Robert Book is a financial advisor at Raymond James Financial with 25 years of industry experience and holds a Series 66 designation. His career includes roles at Ameriprise and a nine-year tenure at the University of Colorado. Outside of advising, he is involved in agricultural activities as president of Book Land and Cattle LLC, managing a family ranch. 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, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher Y

CFP®, Series 66

Colorado Springs, CO

Raymond James Financial

Christopher Young is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Ameriprise Financial Service, LLC and Investment Professionals, Inc. Young is a partner in OLS Property Group, LLC, where he manages general operating duties. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jerrad B

CFP®, Series 66

Colorado Springs, CO

Raymond James Financial

Jerrad Bridgmon is a CFP®-designated financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he held positions at Ameriprise, Cetera Advisor Networks, STEADFAST Wealth Co, and Securian Financial Services. In addition to his advisory role, he is associated with Outdoor Lifestyle Strategies and Springs Wealth Group in non-investment capacities. 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 institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Esad S

Series 66

Colorado Springs, CO

Raymond James Financial

Esad Sipilovic III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Colorado Springs, Colorado. He holds the Series 66 designation and has one year of industry experience, including a prior role at Ameriprise. Outside of his advisory work, he is a partner in several small businesses, including Spitting Moose Investments LLC, which focuses on ticket sales, and Spitting Moose Ranch LLC, involved in agriculture and property management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Timothy M

CFP®, ChFC®, Series 63, Series 65

Colorado Springs, CO

Raymond James Financial

Timothy Mason is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Ameriprise Financial Services and Strategic Financial Partners. In addition to his advisory role, he is a partner at OLS Property Group, LLC, involved in general operating and management duties. 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 risk profiling and modeling tools, and supports clients through various advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bryan L

Series 63, Series 65

Colorado Springs, CO

Raymond James Financial

Bryan Ladrow is a financial advisor with Raymond James Financial Services Advisors, Inc. in Colorado Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC, Securian Financial Services Inc., Strategic Financial Partners, and Minnesota Life Insurance Company. Outside of his advisory work, he is associated with Outdoor Lifestyle Strategies, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and it supports municipal and public finance activities through unique affiliations uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Devan Z

Series 66

Colorado Spring, CO

Raymond James Financial

Devan Zahl is a financial advisor with Raymond James Financial in Colorado Springs, holding a Series 66 designation and beginning his advisory career in 2023. His work history includes roles at Amerprise Financial Services and Springs Wealth Group. Outside of finance, he has experience running a small business, Devans Yardwork Company, from 2015 to 2022. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, institutions, and corporations, using analytical tools and risk profiling to tailor recommendations. The firm supports a broad advisor network and provides specialized services including municipal finance and SIMPLE IRA employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Andrew I

Series 66

Colorado Springs, CO

Raymond James Financial

Andrew Inman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Investment Professionals, Inc., and has operated Outdoor Lifestyle Strategies, LLC, doing business as Springs Wealth Group, since 2020. He serves as a committee member on two condominium owners associations in Colorado Springs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients in implementing recommendations through various advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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