Lafayette, CA Office

Jason Borman is a CFP® professional with 27 years of experience in the financial services industry, currently affiliated with Raymond James Financial. He has held advisor roles at multiple related entities, including Borman Wealth Advisors and Borman Investment Management & Planning Group. Borman also serves as a non-variable life insurance agent with Prudential. 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, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and provides specialized consulting services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Alan Bynum is a financial advisor with Raymond James Financial, holding a Series 63 designation and 37 years of industry experience. He has worked at Raymond James since 1999 and also has roles with Borman Financial and California Pacific Medical Center. Outside of advisory duties, he is involved in managing Borman Wealth Management and serves as a trustee and executor for client trusts under specific conditions. Raymond James Financial Services Advisors 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 using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.