Salt Lake City, UT 1240 E 2100 S 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
1240 E 2100 S, Suite 400
Salt Lake City UT 84106
Advisors at this office
4
Advisors at this office
Brian C
CFP®, Series 66
Salt Lake City, UT
Raymond James Financial
Brian Collard is a CFP® with 20 years of industry experience. He is currently an advisor at Raymond James Financial Services Advisors, Inc., having joined in 2026. Prior to this, he worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the Chief Financial Officer and part owner of Legacy Marine, LLC, a boatyard specializing in maintenance and painting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized advisory programs.
Zachary P
Series 63, Series 65
Salt Lake City, UT
Raymond James Financial
Zachary Pille is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at State Street Global Advisors and Morgan Stanley Smith Barney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique services such as municipal advisory affiliation and specialized SIMPLE IRA consulting programs.
Kelsey H
Series 63, Series 66
Salt Lake City, UT
Raymond James Financial
Kelsey Haycock is a financial advisor with Raymond James Financial in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Raymond James in 2026, Haycock worked at Stifel Independent Advisors and Wells Fargo Advisors. Outside of advising, Haycock is a commissioned notary public in the state of Utah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.
Amanda A
CFP®, Series 66
Salt Lake City, UT
Raymond James Financial
Amanda Arcilesi Simmons is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. She previously worked at Wells Fargo Advisors for 11 years and has owned and managed ALAS Advisors LLC since 2018. Outside of her advisory work, she is involved with the Girl Scouts of Utah as a board member and finance committee member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through specialized affiliations.
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