Grand Rapids, MI Tahoe Drive SE 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
5940 Tahoe Drive SE, Suite 101
Grand Rapids MI 49546
Advisors at this office
2
Advisors at this office
Jennifer B
Series 63, Series 65
Grand Rapids, MI
Raymond James Financial
Jennifer Baldini is a financial advisor with Raymond James Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked at Rehmann Financial from 2010 to 2019 before joining Raymond James in 2019. Baldini serves as treasurer for Northwest Young Life and is a finance committee member for the Sparta Education Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique municipal advisor affiliation.
Ethan A
Series 65, Series 63
Grand Rapids, MI
Raymond James Financial
Ethan Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. He has worked at Raymond James since 2019 and previously at Birch Associates, LLC and Rehmann Financial. Anderson is also the owner of two support companies, EAA1, LLC and River Valley Wealth Management, both located in Grand Rapids, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs through a large network, with additional capabilities in municipal finance and customized SIMPLE IRA consulting.
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