San Angelo, TX S Jackson St Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

4180 S Jackson St

San Angelo TX 76903

Advisors at this office

4

Advisors at this office

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James W

Series 63, Series 65

San Angelo, TX

Raymond James Financial

James Woodruff is a financial advisor at Raymond James Financial in San Angelo, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Southern Glazers and has a background connected to Texas A&M University. Additionally, Woodruff is an associate at Woodruff Wealth Management, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and advisory services utilizing risk profiling and analytical modeling, and supports a diverse advisory network with specialized municipal and employer consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William W

CFP®, Series 66

San Angelo, TX

Raymond James Financial

William Woodruff is a CFP® with nine years of industry experience. He currently works at Raymond James Financial Services Advisors, where he has been since 2022, following five years at Edward Jones. Woodruff also has a background in academia, having worked at Texas A&M University from 2015 to 2017. 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 non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ferd H

Series 63

San Angelo, TX

Raymond James Financial

Ferd Hoefs is a financial advisor with Raymond James Financial in San Angelo, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and at Raymond James Financial since 2009. Outside of advising, Hoefs manages family minerals leasing and royalty disbursements through his ownership of T-6 Inc. and facilitates pipeline and water management on a family ranch as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and supports municipal finance and SIMPLE IRA advisory programs uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bailey S

Series 66

San Angelo, TX

Raymond James Financial

Bailey Smith is a financial advisor with Raymond James Financial in San Angelo, TX, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Raymond James, Smith worked at First Financial Bank for seven years and has also held roles at Discount Tire Company and HEB Foundation Camp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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