Draper, UT S 700 E 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
11681 S 700 E, Suite 250
Draper UT 84020
Advisors at this office
3
Advisors at this office
Colin F
Series 66
Draper, UT
Raymond James Financial
Colin Forbes is a financial advisor with Raymond James Financial in Draper, UT, holding a Series 66 designation and nine years of industry experience. He previously worked at D.A. Davidson & Co. for nine years and has been with Raymond James Financial Services Advisors, Inc. since 2025. Outside of his advisory role, he is a partner and managing member of M & C Forbes Properties LLC, a business focused on real estate investments. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting programs.
Michael F
Series 63, Series 65
Draper, UT
Raymond James Financial
Michael Forbes is a financial advisor at Raymond James Financial with 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 16 years before joining Raymond James in 2025. Outside of his advisory role, he is an investor in an oil and gas drilling company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by analytical tools and incorporates municipal and public finance expertise uncommon among large institutional advisors.
David B
Series 66
Draper, UT
Raymond James Financial
David Blaylock is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is involved in construction and property maintenance through Blako Inc and also works as an independent contractor delivering food for DoorDash. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical tools to guide client investment decisions.
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