Milwaukee, WI N. Milwaukee Street 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
759 N. Milwaukee Street, Suite 301
Milwaukee WI 53202
Advisors at this office
3
Advisors at this office
Joseph T
Series 63, Series 66
Milwaukee, WI
Raymond James Financial
Joseph Torelli is a financial advisor with Raymond James Financial in Milwaukee, WI, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2011, following prior roles at Principal Financial Services and Voya Investment Management. Torelli is also the owner of RJ MKE, LLC, a support company outside of investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional organizations. The firm delivers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting implementation through its advisory programs and partnerships.
Mary S
Series 63
Milwaukee, WI
Raymond James Financial
Mary Sidney is a Series 63-registered financial advisor with Raymond James Financial Services, Inc. in Milwaukee, WI, where she has worked for 27 years. She has 38 years of industry experience. 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, charitable organizations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using risk profiling and analytical tools to support investment decisions.
Jack S
Series 63
Milwaukee, WI
Raymond James Financial
Jack Simpson is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James Financial and its affiliates since 1999. Outside of advising, he is a 40% owner of an investment support company, RJ-Milwaukee. 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, corporations, and institutional clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using advanced risk profiling and modeling tools.
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