Idaho Falls, ID B Street 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
450 B Street, P.O. Box 51996
Idaho Falls ID 83402
Advisors at this office
2
Advisors at this office
Tamara D
Series 66
Idaho Falls, ID
Raymond James Financial
Tamara Douglass is a Series 66-licensed financial advisor with Raymond James Financial Services, Inc., where she has worked since 2010. She has 21 years of industry experience. Outside her advisory role, she dedicates time to assisting her adult disabled son with daily living activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Mark Y
Series 63, Series 65
Idaho Falls, ID
Raymond James Financial
Mark Young is a financial advisor at Raymond James Financial with 40 years of industry experience. He has worked with Raymond James Financial since 2009 and has been the owner and president of Young & Associates since 1994. Young serves as a board member and finance/investment committee member for the Idaho Community Foundation, a nonprofit focused on community philanthropy. 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 uses fact-finding, risk profiling, and modeling tools to tailor advice to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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