Midland, TX W Scharbauer Dr 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
708 W Scharbauer Dr, Suite A4
Midland TX 79705
Advisors at this office
3
Advisors at this office
Mitchel P
Series 63, Series 65
Midland, TX
Raymond James Financial
Mitchel Phiffer is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at AXA Advisors, LLC for 25 years before joining Raymond James and Permian Wealth Management, where he is involved in marketing, sales, and servicing financial products. 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, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.
Carson E
Series 66
Midland, TX
Raymond James Financial
Carson Ewing is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His background includes operational and support roles at Frac Spyder LLC, where he serves as COO, and various positions in the food and retail sectors. 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 investors. The firm provides tailored, non-discretionary planning and consulting by employing risk profiling and analytical tools to support client goals.
Todd C
Series 66
Midland, TX
Raymond James Financial
Todd Cox is a financial advisor with Raymond James Financial in Midland, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at AXA Advisors for five years before joining Raymond James in 2019. Outside of his advisory role, Cox is involved as a partner in RT Crude LP and serves as a financial representative for Permian Wealth Management. 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, institutions, and charitable organizations. The firm provides non-discretionary consulting tailored to client goals and supports municipal and public finance through its unique affiliations and targeted advisory programs.
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