Paducah, KY Brett Chase 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
130 Brett Chase, Suite C
Paducah KY 42003
Advisors at this office
2
Advisors at this office
Jason M
Series 66
Paducah, KY
Raymond James Financial
Jason Martin is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. He has worked with Raymond James Financial Services Advisors since 2019 and was previously employed at Smith & Nephew recon. Outside of advising, he is a partner in a rental real estate business where he assists with rent collection and property maintenance. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through its extensive network of advisors and advisory programs.
Jane M
Series 63
Paducah, KY
Raymond James Financial
Jane Martin is a financial advisor with Raymond James Financial in Paducah, KY, holding a Series 63 designation and over 37 years of industry experience. She is the president and owner of Investment Center Inc., a support company, and also serves as president of Jalusian, LLC. Martin has been with Raymond James Financial since 2009 and has additional experience dating back to 1990. 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 offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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