Rockville, MD Shady Grove Rd 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 6,461 advisors across 2,959 offices
Location
15245 Shady Grove Rd, Suite 240
Rockville MD 20850
Advisors at this office
2
Advisors at this office
Kevin H
CFP®, Series 66
Rockville, MD
Raymond James Financial
Kevin Haddon is a CFP® professional with 10 years of industry experience, currently serving at Raymond James Financial. His prior experience includes seven years at Robert W. Baird & Co. before joining Raymond James and its affiliates, where he has worked since 2022. 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 clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.
Jason S
Series 63, Series 65
Rockville, MD
Raymond James Financial
Jason Snyder is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Capitol Securities Management and Lee Sipe & Associates. He is also involved as a financial planner with Lee Sipe & Associates. 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 institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client decision-making, with specialized services in municipal and public finance.
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