Dallas, TX 18333 Preston Rd 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
18333 Preston Rd, Suite 300
Dallas TX 75252
Advisors at this office
3
Advisors at this office
William D
CFP®, Series 63, Series 65
Dallas, TX
Raymond James Financial
William Dendy is a CFP® with 35 years of experience in financial advisory services, currently affiliated with Raymond James Financial in Dallas, TX. His prior experience includes roles at LPL Financial and Elite Financial Management. Outside of his advisory work, he is an attorney specializing in estate and family law, and he also operates an accounting practice focused on income tax preparation. 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 consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.
Jerry I
Series 63, Series 65, Series 66
Dallas, TX
Raymond James Financial
Jerry Ingram is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63, 65, and 66 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial and Elite Financial Management. He is also employed as an associate at Alicorn Investment Management, providing client support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals and supports a broad advisor network with specialized municipal and public finance services.
Jeffrey R
Series 63, Series 66
Dallas, TX
Raymond James Financial
Jeffrey Ragland is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. His career includes roles at Fidelity and its affiliated firms for over 15 years, as well as more recent positions at SMS and Alicorn Investment Management. He is currently associated with Alicorn Investment Management in a non-investment role as a registered branch associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients evaluate potential outcomes, and is known for its municipal advisor affiliation and specialized retirement plan consulting services.
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