Holladay, UT S Wasatch Boulevard Office

Jason Hancock is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, HarrisDirect LLC, E*TRADE Capital Management LLC, NICE inContact, and Goldman Sachs & Co. His career background includes roles at both wirehouses and brokerage firms. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal advisory and public finance services uncommon among large institutional advisors.

Aaron Phillips is a Series 66 registered advisor with Raymond James Financial Services Advisors, Inc., based in Holladay, UT. He has 10 years of industry experience, including over a decade with Morgan Stanley in various roles prior to joining Raymond James. Outside of advisory work, Phillips is involved in entrepreneurial activities as the CEO of Cottonwood Capital LLC and Stanida Investment Co. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals, while also maintaining specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Nicole Klekas is a Series 66-licensed financial advisor with Raymond James Financial, based in Holladay, UT, and has 16 years of industry experience. She previously worked for Morgan Stanley for 10 years and is currently associated with Cottonwood Capital Management. Outside of her advisory role, she serves as an office manager at Cottonwood Capital Management. 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 offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management across a large network of advisors.

James Phillips is a financial advisor at Raymond James Financial Services Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, he serves as an independent contractor for Cottonwood Capital LLC and TRIJIM51 LLC. 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, institutions, and charitable organizations. The firm offers customized, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jordan Fletcher is a financial advisor at Raymond James Financial with four years of industry experience. He previously worked at Morgan Stanley and has held various roles including advisory positions and involvement with educational organizations. He serves on the advisory board of The National College Test Prep Foundation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using analytical tools and supports a broad network of advisors and affiliated firms.