Garden City, ID 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

5663 N. Glenwood St., Suite 101

Garden City ID 83714

Advisors at this office

4

Advisors at this office

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Christopher E

Series 66

Garden City, ID

Raymond James Financial

Christopher Ellis is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory role, Ellis is president of Evident Character Investments, a passive investment company. 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 non-discretionary planning and utilizes risk profiling and modeling tools to tailor recommendations, supporting implementation through its advisory programs or other providers.

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

Series 63, Series 65

Garden City, ID

Raymond James Financial

Johnny Chacartegui is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial Services since 2008. Additionally, he has been involved in insurance sales for life and long-term care products since 2011. 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 charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains 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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Daniel M

CFP®, Series 66

Garden City, ID

Raymond James Financial

Daniel Mcquesten is a CFP® professional associated with Raymond James Financial with 18 years of industry experience. He has served in the Idaho Air National Guard since 2014 and has been with Raymond James Financial Services Advisors Inc. since 2013. Outside of his advisory work, he is CEO and President of DWM LLC, a support company involved in bookkeeping and employee management. 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, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling and supports client implementation through advisory programs or other providers.

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

Series 63, Series 66

Garden City, ID

Raymond James Financial

Vickie Little is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her work history includes roles at UBS Financial Services and Riverside Associates Financial Group, alongside her current tenure at Raymond James. Outside of finance, she was involved with M & M Traffic Control, LLC, and Subzero Ice Cream. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide advisor network with services including municipal advisory and SIMPLE IRA employer consulting programs.

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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