Jacksonville, FL Riverside Drive Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

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

501 Riverside Drive Suite 600

Jacksonville FL 32202

Advisors at this office

5

Advisors at this office

user avatar

Ryan T

Series 63, Series 66

Jacksonville, FL

Raymond James Financial

Ryan Tiedeberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His career includes roles at BB&T Bank and Securities, Truist Investment Services, and Pinnacle Financial Partners. He is also employed as a licensed bank advisor at Pinnacle Asset Management and Pinnacle Bank, where he assists clients with financial planning and banking needs. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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

Jamie R

CFP®, Series 63, Series 66

Jacksonville, FL

Raymond James Financial

Jamie Rowell is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 66 licenses, and has 28 years of industry experience. Prior to joining Raymond James, he worked at Truist Advisory Services and BB&T Securities. He is the founder and treasurer of Top Shots Youth Shooters, Inc., a nonprofit youth sports program where he coaches sporting clays, skeet, and trap shooting for middle and high school students. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 66

Jacksonville, FL

Raymond James Financial

Tiffany Kramer is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has held positions at Truist and Pinnacle Bank/Pinnacle Financial Partners. In addition to her advisory role, she works as a licensed bank associate at Pinnacle Asset Management, where she engages with clients on banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and offers specialized advisory programs and services such as municipal advisory work and SIMPLE IRA employer consulting.

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

Series 63, Series 65

Jacksonville, FL

Raymond James Financial

Treasa Smith is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Truist Advisory Services and Pinnacle Financial Partners. In addition to her advisory role, she is an associate at Pinnacle Asset Management, where she engages with clients about banking and investment needs. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning 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
user avatar

Danielle L

Series 63, Series 66

Jacksonville, FL

Raymond James Financial

Danielle Littlefield is a financial advisor with Raymond James Financial in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, VyStar Credit Union, and Pickler Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

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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