Gainesville, GA Spring Street SE Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,992 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

620 Spring Street SE

Gainesville GA 30501

Advisors at this office

6

Advisors at this office

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Barbara D

Series 66

Gainesville, GA

Raymond James Financial

Barbara Denton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. She has been with Raymond James since 2016 and previously worked with Dominguez & Jones Wealth Management Group. Outside of her advising role, she is involved as an independent contractor selling gourmet food through Tastefully Simple. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools to align recommendations with client goals and supports its services with technology and specialized consulting programs.

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

CFP®, Series 66

Gainesville, GA

Raymond James Financial

Jonathan Peterson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is also an associate at Windsor Wealth Planners & Strategists. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting services using analytical tools and supports its clients through a broad network and specialized programs.

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

Series 65

Gainesville, GA

Raymond James Financial

Deven Patel is a Series 65-licensed financial advisor with Raymond James Financial in Gainesville, GA, bringing four years of industry experience. Prior to joining Raymond James, he worked at Windsor Wealth Planners & Strategists and Bleakley Financial Group. Outside of finance, he is involved in lacrosse coaching, serving as Defensive Coordinator for Gainesville High School Lacrosse and founding a youth lacrosse club aimed at supporting local players. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, institutional clients, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized institutional and municipal services.

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

CFP®, Series 66

Gainesville, GA

Raymond James Financial

Christina Jones is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2016. She holds the Series 66 designation and is based in Gainesville, GA. Outside of her advisory role, Jones is active in her community as an officer and treasurer of the Chattahoochee Country Club, a board member and investment committee chair at the North Georgia Community Foundation, and the immediate past president of The Rotary Club of Gainesville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a non-discretionary, client-tailored approach supported by analytical modeling and provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

CFP®, Series 63

Gainesville, GA

Raymond James Financial

Carlos Dominguez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 63 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Dominguez is involved in several business ventures including commercial real estate ownership and serves on the finance and investment committees of the Quinlan Visual Arts Center. 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 uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

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

Series 63, Series 65

Gainesville, GA

Raymond James Financial

John Lilly III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. He is a partner in 620 Spring Street Partners, a business that owns and manages commercial property in Gainesville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and supports municipal and public-finance work through its 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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