Exton, PA Springdale Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Location
835 Springdale Drive, Suite 204
Exton PA 19341
Advisors at this office
4
Advisors at this office
Matthew L
Series 66
Exton, PA
Raymond James Financial
Matthew Logan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase & Co. from 2021 to 2024. Logan served in the United States Navy from 2019 to 2021. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Michael L
Series 65, Series 63
Exton, PA
Raymond James Financial
Michael Logan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 credentials and 18 years of industry experience. Prior to joining Raymond James in 2022, he spent 14 years with Warren Financial Service. Outside of his advisory role, he assists clients with tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and risk profiling tools to tailor investment strategies and supports clients through advisory programs and institutional consulting services.
Gary H
Series 66
Exton, PA
Raymond James Financial
Gary Hoenig is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has previously worked at Putnam Investments and Ash Brokerage before joining Raymond James and Brandywine Valley Financial Services, where he is currently employed. Outside of advisory work, he is involved with Brandywine Valley Financial Services in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Andrew J
CFP®, Series 66
Exton, PA
Raymond James Financial
Andrew Jenkins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He also operates Brandywine Valley Financial Services, LLC, a support company providing financial planning and investment services, where he is CEO. Additionally, he acts as executor and successor trustee for a family estate. 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 institutions. The firm uses risk profiling and analytical tools to tailor planning and investment consulting to client goals, supporting implementation through various advisory programs and maintaining unique affiliations such as a municipal advisor and specialized SIMPLE IRA employer advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")