Coralville, IA E. Grantview Drive 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
2201 E. Grantview Drive, Suite 200
Coralville IA 52241
Advisors at this office
2
Advisors at this office
Carter R
CFP®, Series 63, Series 65
Coralville, IA
Raymond James Financial
Carter River is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at TD Ameritrade, Community Health Systems, and Workiva. River is also a registered client service associate with Andrews Financial Group, which operates under the name Pilot Wealth. 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 non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a broad advisor network.
Chad A
Series 63, Series 66
Coralville, IA
Raymond James Financial
Chad Andrews is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Raymond James Financial since 2007, including a decade as Regional Finance Director, and previously held a position with the U.S. Department of Health. Outside of finance, he is the president of Andrews Aviation LLC, a business that manages aircraft ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and investment consulting, supported by analytical tools and a broad network that includes municipal advisory and SIMPLE IRA employer consulting services.
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