Elmwood Park, IL 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
7708 West North Ave
Elmwood Park IL 60707
Advisors at this office
4
Advisors at this office
Terry J
Series 63, Series 65
Elmwood Park, IL
Raymond James Financial
Terry Jaeger is a financial advisor with Raymond James Financial in Elmwood Park, IL, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with Raymond James Financial since 2009 and has a background that includes founding Jaeger Financial Group and involvement in real estate through T & D Properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and a SIMPLE IRA Employer Advisory & Consulting Services program.
Isabella J
Series 63, Series 65
Elmwood Park, IL
Raymond James Financial
Isabella Jaeger is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. Prior to joining Raymond James in 2024, she worked at BMO Capital Markets Corp/Bank of Montreal for five years and held positions at the Federal Deposit Insurance Corporation and George Washington University. She is also a registered employee at Jaeger Financial Group LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.
Joseph J
Series 66
Elmwood Park, IL
Raymond James Financial
Joseph Jaeger is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP and other firms. He is also associated with Jaeger Financial Group LLC, where he supports daily branch activities and client servicing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers non-discretionary planning and tailored investment consulting using analytical tools to model potential outcomes and supports municipal and public-finance work through a municipal advisor affiliation.
Dean J
Series 63, Series 65
Elmwood Park, IL
Raymond James Financial
Dean Jaeger is a financial advisor with Raymond James Financial in Elmwood Park, IL, holding Series 63 and Series 65 certifications and over 33 years of industry experience. He has been affiliated with Raymond James Financial since 1999 and owns Jaeger Wealth Advisors LLC. 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, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and also offers specialized municipal and employer advisory services.
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