Memphis, TN 889 Ridge Lake 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
889 Ridge Lake Blvd
Memphis TN 38120
Advisors at this office
3
Advisors at this office
Madison B
Series 66
Memphis, TN
Raymond James Financial
Madison Blair is a Series 66 licensed financial advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, Blair worked briefly at Edward Jones and has experience in the retail sector at Harley-Davidson dealerships. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice and supports various advisory programs and institutional consulting services.
Khallada S
Series 66
Memphis, TN
Raymond James Financial
Khallada Simpson is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has prior experience with firms including Massachusetts Mutual Life Insurance Company and Equitable Advisors LLC. Outside of his advisory work, he is an independent contractor for Lyft and Uber and works seasonally with Amazon.com Services. 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 and analytical tools to support client goals and maintains specialized programs in municipal finance and employer retirement plans.
Andrew J
Series 66
Memphis, TN
Raymond James Financial
Andrew Johnson is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Cetera Advisor Networks, and Securian Financial Services. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.
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