Kansas City, MO Ward Pkwy 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

1 Ward Pkwy

Kansas City MO 64112

Advisors at this office

8

Advisors at this office

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Kevin H

Series 66

Kansas City, MO

Raymond James Financial

Kevin Hosey is a financial advisor with Raymond James Financial in Kansas City, MO, holding a Series 66 designation and 12 years of industry experience. He spent 10 years with UMB Financial Services and UMB Bank before joining Raymond James and First Investments and Planning. 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 analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

CFP®, ChFC®, Series 63

Kansas CIty, MO

Raymond James Financial

Edwin Kerley is a financial advisor with Raymond James Financial Services Advisors Inc. in Kansas City, MO, holding the CFP® and ChFC® designations and possessing 41 years of industry experience. His prior work includes positions at Lincoln Financial Advisors Corporation and Money Concepts Capital Corp. He is also registered as a bank associate with First National Bank of Omaha. 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 clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 66

Kansas City, MO

Raymond James Financial

Jennifer Hershberger is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 14 years of industry experience. She has a long tenure with UMB-affiliated firms, including UMB Bank, UMB Financial Services Inc., and UMB Insurance Inc., where she worked for over two decades before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

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

CFP®, Series 65, Series 63

Kansas City, MO

Raymond James Financial

Kevin Stone is a CFP® with 25 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Country Club Trust Company, Missionsquare Wealth Management, and American Century Investment Services, Inc. He holds Series 65 and Series 63 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

CFP®, Series 63

Kansas City, MO

Raymond James Financial

Nicholas Weber is a financial advisor at Raymond James Financial Services, Inc. with CFP® and Series 63 credentials. He has worked in the financial industry since 2026 and has previous experience at Country Club Trust Company and Cerner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor planning and consulting to client goals and supports a wide advisor network with specialized programs and consulting services.

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

Series 63, Series 66

Kansas City, MO

Raymond James Financial

Jason Januska is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and New York Life. Outside of his advisory work, he owns Tall Oak Designs, a custom woodworking business specializing in kitchen products and other wood creations. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, corporations, pension plans, and institutional clients with financial planning and investment consulting. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 65

Kansas City, MO

Raymond James Financial

Franz Braun is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Raymond James in 2026, he worked extensively with UMB Bank and its affiliates for over three decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors various advisory programs, including municipal and SIMPLE IRA plan services.

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

James P

CFP®, ChFC®, Series 66, Series 63

Kansas City, MO

Raymond James Financial

James Peavey is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with Raymond James Financial Services, Inc. and has held prior roles at First National Bank of Omaha, UMB Financial Services, RubinBrown Advisors, and Waddell & Reed. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to model potential outcomes and supports its clients through various advisory programs and institutional consulting services.

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