Portland, OR SW Westgate Drive Office

John Nelson is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2003 and also works with The Commerce Company as an associate. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Marr is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He worked previously at U.S. Bancorp Investments for 12 years before joining Raymond James in 2018. Marr is the owner of CMMM Investments, LLC, which is related to the sale of a practice agreement linked to a retirement event. 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 investment consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Ty Garo is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2010. Outside of his advisory role, he is an insurance agent for The Commerce Company, where he solicits and processes life insurance 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, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Ehlen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Raymond James since 2011 and was also associated with The Commerce Company from 2011 to 2018. In addition to advising, he is employed as an associate at The Commerce Company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal finance work, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Amanda Birdsall is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2008 and was previously associated with The Curiel Group. Amanda is also involved as an associate with The Commerce Company outside her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Douglas Harman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Raymond James in 2023, he worked for UnionBanc Investment Services LLC for eight years. He also serves as an independent contractor for The Commerce Company, a support entity associated with his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Erin Jones is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services since 2008. Outside of her advisory role, Erin works part-time as a pet sitter through Rover.com. 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, and institutional clients. The firm uses fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and consulting, supported by a large network of advisors and specialized programs.

Cole Chase is a financial advisor with Raymond James Financial in Portland, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked with Raymond James Financial and its affiliates since 2005. He is also an insurance agent and serves as an independent contractor for The Commerce Company. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Jed Schlanger is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Raymond James Financial Services since 1995 and Raymond James Financial since 2009. Schlanger serves on the advisory board of the Simpson Charitable Trust and is president of The Commerce Company. 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 advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.