Irvine, CA Von Karman Ave Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

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

19200 Von Karman Ave Suite 370

Irvine CA 92657

Advisors at this office

4

Advisors at this office

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Jeffrey G

CFP®, Series 63

Irvine, CA

Raymond James Financial

Jeffrey Garell is a CFP® with 39 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2020. He previously spent 14 years with Geneos Wealth Management, Inc. Garell is involved in nonprofit organizations, including serving as chair of the investment committee for KidWorks and as treasurer for the Los Angeles Alpha Tau Omega Building Association. 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 entities. The firm emphasizes non-discretionary planning and uses analytical tools like risk profiling and probability modeling to tailor solutions to client goals.

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

CFP®, Series 66

Irvine, CA

Raymond James Financial

Michael Campbell is a CFP® with 14 years of experience in the financial services industry. He currently works with Raymond James Financial Services Advisors, Inc., where he has been since 2020. Prior to that, he worked at Geneos Wealth Management and Edward Jones. He is also affiliated with Silversage Advisors in a non-investment capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and investment consulting, utilizing various analytical tools to support client decision-making.

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

CFP®, Series 66

Irvine, CA

Raymond James Financial

Matthew Mendoza is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 66 credentials and seven years of industry experience. He has been associated with Silversage Advisors and Raymond James since 2016. Mendoza is also involved with Silversage Advisors in a non-owner capacity, providing financial planning and guidance. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes detailed risk profiling and analytical tools to tailor non-discretionary planning and supports clients through various advisory programs.

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

Series 66

Irvine, CA

Raymond James Financial

Christopher Deo is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at firms including Geneos Wealth Management and Ameriprise Financial. Deo is also involved with Silversage Advisors as a registered sales assistant. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique affiliations.

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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