Hoover, AL 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
1 Chase Corporate Drive, Suite 170
Hoover AL 35244
Advisors at this office
2
Advisors at this office
Timothy B
CFP®, Series 63
Birmingham, AL
Raymond James Financial
Timothy Bembry is a CFP®-credentialed financial advisor with 37 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Birmingham, AL. Prior to joining Raymond James in 2025, he spent 20 years at Wells Fargo Clearing. Outside of his advisory work, he is involved in entrepreneurial ventures including co-owning Living Wells Financial Group and owning You Make the Call, LLC, an online app for sports engagement and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary investment consulting and planning, leveraging analytical tools and supports municipal and public finance through its unique affiliations.
Edgar A
Series 63, Series 66
Hoover, AL
Raymond James Financial
Edgar Acosta is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Wachovia Bank and Wells Fargo Clearing. In addition to his advisory role, Acosta is a 50% owner of Living Wells Financial Group and serves as Vice President of the nonprofit SMART PLAY, where he participates in financial oversight and fundraising activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and modeling tools to tailor its non-discretionary advisory services and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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