North Canton, OH Whipple Ave NW Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

7300 Whipple Ave NW Ste 7

North Canton OH 44720

Advisors at this office

6

Advisors at this office

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Darrell W

CFP®, ChFC®, Series 63, Series 65

North Canton, OH

Raymond James Financial

Darrell Wright is a financial advisor with Raymond James Financial in North Canton, OH, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 44 years of industry experience, including 19 years at Raymond James Financial. Wright is the owner of Darrell Wright Financial Services, LLC, a support company. 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 investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized services in municipal and employer-sponsored retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Aaron C

Series 63, Series 65

North Canton, OH

Raymond James Financial

Aaron Crewse is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he is the owner of CJL Real Estate LLC. 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, and institutional entities. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers a range of advisory programs and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Bradley S

Series 66

North Canton, OH

Raymond James Financial

Bradley Smith is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Smith serves as a member of the finance and investment committee for Canton First Friends Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Connor J

CFP®, Series 66

North Canton, OH

Raymond James Financial

Connor Jarvis is a CFP®-credentialed financial advisor with 10 years of industry experience, currently associated with Raymond James Financial in North Canton, OH. He has previously worked at Merrill and served in advisory roles at firms including JFS LLC dba Wright, LaHaie, Jarvis Wealth Advisors and Darrell W. Wright CFP, Financial Services Inc. Outside of his advisory work, he is involved as a finance and engagement committee member for Stark County Young Life. 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 employs a tailored, non-discretionary approach using risk profiling and modeling tools, and it supports municipal and public finance advising through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Daniel L

CFP®, Series 63

North Canton, OH

Raymond James Financial

Daniel Lahaie is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and works as a wealth advisor at Wright LaHaie Jarvis Wealth Advisors. Outside of advisory work, he is the owner of CJL Real Estate LLC. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a broad network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Amy A

Series 65, Series 63

North Canton, OH

Raymond James Financial

Amy Adelman is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2019 and operates her own advisory business, Amy L. Adelman Retirement Services LLC, which focuses on qualified plan business. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools, with a notable presence in municipal advisory and recent expansions into SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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