Louisville, KY Forest Green Blvd. 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
10200 Forest Green Blvd., Suite 407
Louisville KY 40223
Advisors at this office
3
Advisors at this office
William J
Series 63, Series 65, Series 66
Louisville, KY
Raymond James Financial
William Jones Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding Series 63, 65, and 66 licenses, and has 30 years of industry experience. He has worked at Raymond James and its affiliated entities since 2014 and is a member of the advisory team operating under Harmony Wealth Partners, LLC. Jones also owns WR Jones LLC, an entity established in conjunction with his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors and affiliated firms across various market segments.
James M
CFP®, Series 66
Louisville, KY
Raymond James Financial
James McMahon is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial. His career includes nearly a decade with Raymond James and Associates and a brief tenure at West End School. McMahon holds a vice president position and ownership role at Harmony Wealth Partners and serves on the Anchorage City Council in Louisville, KY. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting services to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Daniel J
CFP®, Series 63, Series 66
Louisville, KY
Raymond James Financial
Daniel Jacus is a CFP® professional with 11 years of industry experience, currently serving at Raymond James Financial in Louisville, KY. His prior experience includes roles at JP Morgan Chase Bank and Heyman Talent Agency. He is also involved with Harmony Wealth Partners as an independent contractor, providing comprehensive financial planning services. 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal advisory and SIMPLE IRA consulting services within a large advisor network.
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