Jacksonville, FL Hartley Road 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
3030 Hartley Road, Suite 190
Jacksonville FL 32257
Advisors at this office
2
Advisors at this office
David B
CFP®, Series 63
Jacksonville, FL
Raymond James Financial
David Benoit is a CFP® with 31 years of experience, currently serving at Raymond James Financial Services Advisors Inc. since 2009. He is also the President, CEO, Treasurer, and Secretary of Benoit, Chepenik & Benoit PA, a business he has been involved with since 2000. Outside of financial services, Benoit owns and operates Whistle Stop Farms, where he manages agricultural activities including hay baling and egg sales. 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, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, and supports specialized municipal and SIMPLE IRA advisory programs.
Lea H
Series 66
Jacksonville, FL
Raymond James Financial
Lea Hunter is a Series 66-licensed financial advisor with Raymond James Financial, based in Jacksonville, FL, and has 24 years of industry experience. She has been with Raymond James Financial Services since 2010 and Raymond James Financial Services Advisors Inc. since 2013. Outside of her advisory role, she works as an associate at Benoit, Chepenik & Benoit, P.A., where she performs administrative and support duties unrelated to investment 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting services using risk profiling and modeling tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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