Metairie, LA Veterans 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
111 Veterans Blvd, Suite 1506
Metairie LA 70005
Advisors at this office
3
Advisors at this office
Darren O
Series 66
Metairie, LA
Raymond James Financial
Darren Olivio is a financial advisor with Raymond James Financial in Metairie, LA, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2010 and is also involved in insurance sales. Olivio owns Financial Consulting Group Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.
Christopher F
Series 63
Metairie, LA
Raymond James Financial
Christopher Fuller is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 20 years of industry experience. Fuller co-owns Financial Consulting Group, Inc., a support company through which he provides financial advisory 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 institutional clients. The firm provides non-discretionary planning and uses risk profiling and modeling tools to tailor recommendations to client goals.
Matthew K
Series 66
Metairie, LA
Raymond James Financial
Matthew Keator is a financial advisor with Raymond James Financial in Metairie, Louisiana, holding a Series 66 designation and 17 years of industry experience. He has been associated with Raymond James Financial and its related entities since 2011 and has worked with Financial Consulting Group, Inc. since 2014 in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports both advisory programs and institutional portfolio management.
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