Pleasant Hill, CA 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
2199 Norse Drive Suite A
Pleasant Hill CA 94523
Advisors at this office
2
Advisors at this office
Melinda F
Series 66
Pleasant Hill, CA
Raymond James Financial
Melinda Fairweather is a financial advisor with Raymond James Financial in Pleasant Hill, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Edward Jones and Bank of America. Outside of her advisory work, she is involved with SilverTree Collective and Wasser Wealth Management, where she serves as a Registered Client Relationship Manager, and she receives referral fees through Fire Friends, LLC, a wildfire protection referral business. 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 institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting.
Amy W
CFP®, Series 63, Series 66
Pleasant Hill, CA
Raymond James Financial
Amy Wasser is a CFP®-certified financial advisor with 27 years of industry experience. She has been with Raymond James Financial since 2022, following a 23-year tenure at Edward D. Jones & Co., L.P. Wasser is also involved with SilverTree Collective and is a member of Wasser Wealth Management, LLC, through which she works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting using analytical tools to support client goals and offers specialized programs such as wrap-fee advisory services and municipal and public finance consulting.
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