Edmond, OK Via Esperanza 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
2964 Via Esperanza
Edmond OK 73013
Advisors at this office
3
Advisors at this office
Jeremy B
Series 66
Edmond, OK
Raymond James Financial
Jeremy Bass is a financial advisor with Raymond James Financial in Edmond, OK, holding a Series 66 credential and over 23 years of industry experience. He has worked with Raymond James and its related entities since 2003 and co-owns Bass Investment Group. Outside of financial advising, he has served as a referee since 2017 and has been a member of the Oklahoma Army National Guard since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.
Kenneth H
CFP®, ChFC®, Series 63, Series 65
Edmond, OK
Raymond James Financial
Kenneth Heidenreich is a financial advisor at Raymond James Financial Services Advisors, Inc. with 42 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing for 10 years. Heidenreich serves on the advisory board for the Logan County Rural Water Board District 1. 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 analytical tools to support client goals and maintains specialized programs for municipal and public-finance clients.
Jerry B
Series 63, Series 65
Edmond, OK
Raymond James Financial
Jerry Bass is a financial advisor with Raymond James Financial in Edmond, Oklahoma, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He is the owner of Bass Investment Group since 2013 and has been affiliated with Raymond James Financial Services since 2002. In addition, he is a partner in a business that manages office space used by financial advisors. 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, offering tailored, non-discretionary advice supported by analytical tools and an array of advisory programs.
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