Jackson, MI 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
420 South Brown Street
Jackson MI 49203
Advisors at this office
3
Advisors at this office
Brennan C
CFP®, Series 66
Jackson, MI
Raymond James Financial
Brennan Clark is a CFP® with 17 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. in Jackson, MI, where he has worked since 2016. He also previously worked with DVH Enterprises, Inc. from 2008 to 2018 and has served as an associate employee at The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc. 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, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable municipal advisory services and specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.
Donald H
Series 66
Jackson, MI
Raymond James Financial
Donald Hershberger III is a Series 66 licensed advisor with over 18 years of experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2016 and has a long-term affiliation with The Wealth Advisors, Ltd. dba Paramount Wealth Management, Inc., where he assists client meetings and monitors client accounts. 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 plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is known for its municipal advisory capabilities and customized retirement plan solutions.
Candace H
CFP®, Series 63, Series 65
Jackson, MI
Raymond James Financial
Candace Hackborn is a CFP®-credentialed financial advisor with 31 years of industry experience, currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2016. Prior to and alongside this, she has been involved with DVH Enterprises, Inc. for over 30 years, holding check writing authority. She is also employed at The Wealth Advisors, LTD. DBA Paramount Wealth Management, Inc., where she assists in financial planning, client meetings, customer service, and trading. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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