Lexington, KY Harrosburg Rd 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
2424 Harrosburg Rd, Suite 101
Lexington KY 40503
Advisors at this office
3
Advisors at this office
Jeffrey G
Series 63, Series 65
Lexington, KY
Raymond James Financial
Jeffrey Ginnan is a financial advisor with Raymond James Financial in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has held positions at Central Bank & Trust Co. since 1995 and serves as Vice President at both Central Bank & Trust Co. and Central Investment Center, Inc. outside his advisory role. 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, utilizing tailored, non-discretionary planning and analytical tools to support client goals.
Henry J
Series 66, Series 63
Lexington, KY
Raymond James Financial
Henry Johnson is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Nancy Barron & Associates. Outside of finance, he has experience as a rugby referee and has worked in the food service industry. 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 investors. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Jennifer W
Series 66
Lexington, KY
Raymond James Financial
Jennifer Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY. She holds a Series 66 designation and has 19 years of industry experience. Wilson has been with Raymond James and affiliated entities since 2016. Outside of her advisory role, she is an Associate Financial Advisor with Haven Financial Partners. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports its clients through various advisory programs and specialized institutional services.
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