Fredericksburg, VA Wolfe St 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
308 Wolfe St, Fl 3
Fredericksburg VA 22401
Advisors at this office
2
Advisors at this office
Jacob P
Series 66
Fredericksburg, VA
Raymond James Financial
Jacob Palmer is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He has worked at Merrill and Bank of America, N.A., and currently serves as an advisor at Lantern Wealth Management. Outside of his advisory work, Palmer is active in local networking and business organizations, including leadership roles with the 212 Referral Network and the Fredericksburg Chamber of Commerce. 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, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools to help clients make informed decisions and supports a broad network of advisors with specialized municipal and employer advisory services.
Robert M
Series 66
Fredericksburg, VA
Raymond James Financial
Robert Miller is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Raymond James Financial and has previously worked at Bank of America and Merrill Lynch. Miller is also president and independent contractor for Lantern Wealth Management in Fredericksburg, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance advisory services.
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