Portsmouth, OH Gallia Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$346,178,261,888
ClientsTotal clients
493,979
AdvisorsAdvisors at this office
2
Of 6,448 advisors across 2,954 offices
Location
800 Gallia Street, Suite 532
Portsmouth OH 45662
Advisors at this office
2
Advisors at this office
Valerie E
Series 63, Series 65
Portsmouth, OH
Raymond James Financial
Valerie Enz is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2009. In addition to her advisory role, she serves as the Clerk of Otway, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by analytical tools and specialized programs.
James D
Series 66
Portsmouth, OH
Raymond James Financial
James Daehler Jr. is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is the CEO and owner of Capital Wealth Partners, a support company based in Portsmouth, Ohio. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique municipal advisor affiliation.
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