San Diego, CA B St Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,505

Across 2,994 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

401 B St, Ste 2300

San Diego CA 92101

Advisors at this office

7

Advisors at this office

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Brandy C

Series 63, Series 66

San Diego, CA

Raymond James Financial

Brandy Clements Corder is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes roles at Commonwealth Financial Network, LPL Financial, Merrill, and various entities affiliated with The Manning Companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth persons, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers 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
user avatar

Michael M

Series 63

San Diego, CA

Raymond James Financial

Michael Manning is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds a Series 63 designation and previously spent 15 years with Commonwealth Financial Network. In addition to his advisory role, he is the CEO and majority owner of The Manning Companies, which provides wealth management and retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporate pension plans, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings 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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William C

Series 66

San Diego, CA

Raymond James Financial

William Corder is a financial advisor at Raymond James Financial with 20 years of industry experience. He previously worked at Manning Wealth Management, Inc. for 12 years and Commonwealth Financial Network for 15 years. He is also the Chief Operating Officer of The Manning Companies, a support company based in San Diego. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through various advisory programs and institutional consulting.

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

Series 66, Series 63

San Diego, CA

Raymond James Financial

Calen Ketcham is a financial advisor at Raymond James Financial with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Commonwealth Financial Network for seven years. Ketcham also serves as a Senior Client Service Representative at The Manning Companies in San Diego. 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 using analytical tools to support client goals and maintains 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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Claudia E

Series 66, Series 63

San Diego, CA

Raymond James Financial

Claudia Emmet is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 licenses and 19 years of industry experience. She previously worked at Commonwealth Financial for 10 years before joining Raymond James and related entities in 2025. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through analytical tools and supports clients in implementing recommendations via its advisory programs or other providers.

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

Series 63, Series 66

San DIego, CA

Raymond James Financial

Heather Nicholas is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She previously worked at Commonwealth Financial Network, Manning Wealth Management, OneAmerica Securities, American United Life, and U.S. Bancorp Advisors. In addition to her advisory role, she is involved with The Manning Companies, providing fixed insurance sales and client insurance education as part of financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work, and offers specialized advisory programs including SIMPLE IRA Employer Advisory & Consulting Services.

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

Raymond F

Series 66

San Diego, CA

Raymond James Financial

Raymond Fagalde is a financial advisor with Raymond James Financial in San Diego, CA, holding a Series 66 designation. He has one year of industry experience and has held roles at The Manning Companies and Raymond James Financial Services, Inc. Prior to his advisory career, he worked in various positions including at Robert Half and Saint Mary's College of California. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs while maintaining specialized services in municipal and public finance.

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