Salt Lake City, UT E 1300 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
2091 E 1300 S, Suite 101
Salt Lake City UT 84108
Advisors at this office
2
Advisors at this office
Jeffrey S
Series 63, Series 66
Salt Lake City, UT
Raymond James Financial
Jeffrey Solomon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked concurrently at Liberty Bank, Allegis, and Solomon Financial Advisors, Inc. since 2014. In addition to his advisory roles, he serves as an agent recommending various life insurance products with Allegis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through an extensive network, with specialized services in municipal advising and SIMPLE IRA employer consulting.
Gary R
Series 63, Series 66
Salt Lake City, UT
Raymond James Financial
Gary Rosenthal is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 66 registrations and with 26 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is an insurance agent presenting life insurance products and serves as an associate providing financial advice through Solomon Financial Advisors, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and incorporates technology and artificial intelligence into its operations.
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