Edmond, OK North Bryant Ave. Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

301 North Bryant Ave. Suite 100

Edmond OK 73034

Advisors at this office

4

Advisors at this office

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Ancel A

PFS™, Series 63, Series 65

Edmond, OK

Raymond James Financial

Ancel Airington is a financial advisor with Raymond James Financial in Edmond, OK, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Airington Advisors, LLC, Bryant Plaza, LLC, and Raymond James Financial Service, Inc. Since 2007, he has served as a member of the Board of Trustees at the University of Central Oklahoma. 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, corporations, pension plans, and institutional clients. The firm combines tailored planning and risk profiling with analytical tools and offers non-discretionary advisory programs, supporting its large network of advisors and affiliated firms.

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

Series 65

Edmond, OK

Raymond James Financial

Ra Layna Kennedy is a financial advisor with Raymond James Financial, holding a Series 65 designation and with nine years of industry experience. She has worked at Ancel Airington & Associates PLLC since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2018. Kennedy is also a CPA and performs related duties at two support companies. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 66

Edmond, OK

Raymond James Financial

Connor Kurtz is a financial advisor with Raymond James Financial in Edmond, OK, holding a Series 66 designation and five years of industry experience. He has held roles at Raymond James Financial Services and Ancel Airington & Associates PLLC since 2021 and was previously employed at Tree3 Inc. and Oklahoma City University. He also works as a financial advisor with Airington Advisors. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a broad network of advisors and affiliated firms.

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

Jolie A

Series 66

Edmond, OK

Raymond James Financial

Jolie Airington is a Series 66-registered financial advisor with Raymond James Financial, based in Edmond, OK, with 18 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2007 and is currently associated with Ancel Airington & Associates, PLLC. In addition to her financial advisory work, she is an attorney who prepares wills and trusts through her own law practice, Jolie Airington Boke, Attorney at Law, PLLC. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs, with a notable affiliation that enhances its municipal and public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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