Huntsville, AL North Washington Street Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,976 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

129 North Washington Street

Huntsville AL 35801

Advisors at this office

6

Advisors at this office

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Jennifer Y

Series 66

Huntsville, AL

Raymond James Financial

Jennifer Yarbrough is a financial advisor with Raymond James Financial in Huntsville, Alabama, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James Financial since 2011 and has prior experience with Arbonne from 2016 to 2022. Outside of her advisory role, she supports financial advisors by managing branch operations and client services at Financial Strategies Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

CFP®, Series 63, Series 65

Huntsville, AL

Raymond James Financial

Martin Pospicil is a CFP® professional with 45 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2004. He is the owner of Financial Strategies Group, a firm involved in non-variable insurance sales and 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, and institutional investors. The firm offers tailored, non-discretionary planning and supports its extensive advisor network with technology-driven analytical tools 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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Tony A

Series 63, Series 65

Huntsville, AL

Raymond James Financial

Tony Akin Jr. is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been with Raymond James Financial and its affiliates since 2007 and is also involved in providing educational seminars on Medicare and Social Security as an agent for a local insurance business owned by his wife. 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 utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory affiliations and specialized IRA consulting programs.

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

Series 63, Series 65

Huntsville, AL

Raymond James Financial

Joseph Marotta is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2005 to 2017 before joining Raymond James in 2017. Marotta also serves as an independent contractor for Financial Strategies Group, LLC, where he advises clients on their financial assets. 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, institutions, and charitable organizations. The firm provides non-discretionary planning and investment consulting tailored to client goals, using advanced analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

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

Series 66

Huntsville, AL

Raymond James Financial

Christopher Helton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Huntsville, Alabama. He holds a Series 66 designation and has 20 years of industry experience, including 14 years at Synovus Bank and Synovus Securities. Outside of his advisory role, he manages Helton Wealth Management, where he is involved in fixed annuities and fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work, along with specialized retirement plan consulting.

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

Series 63, Series 65

Huntsville, AL

Raymond James Financial

Terrence Marti is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and having 49 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2004 and is involved in non-variable insurance through his ownership and management roles at Financial Strategies Group LLC. Marti serves as a senior managing member of Financial Strategies Group, a support company, as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to 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 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
View complete list of advisors at this office
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