Conshohocken, PA Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,959 offices

Location

101 E. 8th Avenue, Suite 100

Conshohocken PA 19428

Advisors at this office

2

Advisors at this office

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James K

CFP®, Series 63, Series 65

Conshohocken, PA

Raymond James Financial

James Karthaus is a CFP® credentialed financial advisor with 27 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held previous roles at Great Valley Advisor Group, LPL Financial LLC, and TLG Advisors. In addition to his advisory work, he is a broker and owner of Nautic Financial Group, LLC, an insurance agency specializing in non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal advising and SIMPLE IRA employer consulting.

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

Series 63, Series 66

Conshohocken, PA

Raymond James Financial

Thomas Christopher is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James Financial since 2009. Outside of his advisory work, he is the president of Christopher Financial Group LLC, a support company, and also offers fixed life insurance products to clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a range of advisory programs and consulting services.

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