Ponte Vedra Beach, FL 2101 Sawgrass Village Drive 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
2101 Sawgrass Village Drive
Ponte Vedra Beach FL 32082
Advisors at this office
3
Advisors at this office
Andrew P
Series 63, Series 65
Ponte Vedra Beach, FL
Raymond James Financial
Andrew Pheiff is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes 13 years at Citigroup Global Markets and over a decade as owner and financial advisor at Pheiff Wealth Partners / Ponte Vedra Financial LLC. He has been with Raymond James since 2009. 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 non-discretionary planning tailored to client goals and supports a large network of advisors with a range of advisory programs and institutional consulting services.
Linda F
Series 63, Series 65
Ponte Vedra Beach, FL
Raymond James Financial
Linda Fortunato is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her work history includes roles at Raymond James Financial Services since 2010 and Jacobson Wealth Strategies beginning in 2025. 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, charitable organizations, and institutions. The firm uses analytical tools and personalized risk profiling to tailor non-discretionary planning and consulting, supporting clients through advisory programs and other providers.
Bradley R
Series 63, Series 65
Ponte Vedra Beach, FL
Raymond James Financial
Bradley Rambo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Raymond James since 2012 and has been associated with Ponte Vedra Financial / Pheiff Wealth Partners since 2016 as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm provides tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.
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