Medford, OR Brownridge Terrace Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

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

4451 Brownridge Terrace, Suite 101

Medford OR 97504

Advisors at this office

4

Advisors at this office

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Edward F

Series 66

Medford, OR

Raymond James Financial

Edward Felan is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial, Waddell & Reed, and Edward Jones. Felan serves as a finance and investment committee member for the Oregon Independent Order of Odd Fellows Grand Lodge and is a board member and finance committee member for the United Way of Jackson County. 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 employs analytical tools to support clients' goals, with a distinctive affiliation supporting municipal and public finance work.

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

Tennelle N

Series 66

Medford, OR

Raymond James Financial

Tennelle Nickel is a Series 66-licensed financial advisor with six years of industry experience, currently with Raymond James Financial in Medford, OR since 2022. Prior to this, Tennelle worked at Edward Jones from 2014 to 2022. Outside of her advisory role, she is involved in several support companies and holding entities related to her practice operations. 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 emphasizes tailored, non-discretionary planning and consulting, utilizing advanced modeling tools and maintains a notable presence in municipal and public finance advisory services.

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

Carlina J

Series 66

Medford, OR

Raymond James Financial

Carlina Johnson is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Edward Jones and LPL Financial. Outside of her advisory role, she manages Living Advisor Group PLLC and is involved with SilverTree Collective, an umbrella organization for various businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting for a diverse client base, including individuals, high-net-worth clients, and institutional entities, using tailored, non-discretionary solutions supported by advanced analytical tools.

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

Marc C

Series 66

Medford, OR

Raymond James Financial

Marc Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and eight years of industry experience. His prior experience includes five years at Edward Jones. Outside of his advisory role, Cooper is involved as a partner in a tax and accounting business that completes tax returns for the public. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal finance advisory and SIMPLE IRA Employer Advisory services.

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