Midlothian, VA 13925 Coalfield Commons Place 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
13925 Coalfield Commons Place, Suite 101
Midlothian VA 23114
Advisors at this office
2
Advisors at this office
Jill J
CFP®, Series 63
Midlothian, VA
Raymond James Financial
Jill Jeter is a CFP® professional with 25 years of experience in financial advising, currently with Raymond James Financial Services Advisors, Inc. Her prior roles include positions at Lion Street Financial, Mercer Global Advisors, and Pinnacle Wealth Solutions. She is a partner at PJ Capital LLC, an independent Raymond James branch where she manages payroll and payables. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.
Elisabeth P
Series 63, Series 66
Midlothian, VA
Raymond James Financial
Elisabeth Poore is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. She has held positions at multiple firms including Mahler Capital Management, The Pinnacle Group, and PJ Capital Partners LLC. Outside of her advisory work, she owns and operates EDesigns, a business focused on design and styling, and is a partial owner of PJ Capital Partners LLC as well as serving as bookkeeper for PJ's Tree Service & Landscaping LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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