Jackson, WY East Broadway Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,973 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

170 East Broadway, Suite 100 D

Jackson WY 83001

Advisors at this office

4

Advisors at this office

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Matthew B

Series 66

Jackson, WY

Raymond James Financial

Matthew Berman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles in various hospitality and service businesses, including restaurants and bars in the Jackson, Wyoming area. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs a non-discretionary approach tailored to client goals and integrates technology, cybersecurity, and artificial intelligence in its operations.

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

Barley P

Series 66

Jackson, WY

Raymond James Financial

Barley Peery is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has been associated with multiple firms, including Singleton Peery Financial LLC and BHP Financial, which he owns and uses to purchase his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals and high-net-worth clients to institutional and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisory firms.

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

Judith S

Series 63, Series 65

Jackson, WY

Raymond James Financial

Judith Singleton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Raymond James since 1999 and was also involved with Jackson Hole Interiors from 2005 to 2016. Singleton is president and CEO of J Singleton Financial, a support company she owns. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to tailor advice and supports a large advisor network with services that include municipal and public finance consulting.

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

Jorge M

Series 66

Jackson, WY

Raymond James Financial

Jorge Meneses is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has experience with multiple firms since 2020, including Faherty Brand and First Security Bank. Outside of finance, he has been involved with soccer organizations such as Gallatin Elite Soccer Club and Big Sky Soccer Camp. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and partnerships aligned with specialized municipal and retirement services.

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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