Sioux Falls, SD N. Main Avenue Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,973 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

101 N. Main Avenue, Suite 201

Sioux Falls SD 57104

Advisors at this office

6

Advisors at this office

user avatar

Kyle R

Series 66

Sioux Falls, SD

Raymond James Financial

Kyle Reynolds is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation and 12 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2014 and is also associated with First Dakota National Bank and Loft Advisors, where he provides financial advising services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting client implementation through its advisory programs and affiliated firms.

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

Rebecca C

Series 66

Sioux Falls, SD

Raymond James Financial

Rebecca Chesebro is a financial advisor at Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation. She has held roles at multiple financial and healthcare-related organizations, including the Department of Veteran Affairs and University of Iowa Hospitals and Clinics. Chesebro’s experience spans several sectors, with her current advisory work beginning in 2025. 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 using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

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

Series 63, Series 65

Sioux Falls, SD

Raymond James Financial

John Quello is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been affiliated with Raymond James and its associated entities since 2013. Quello serves as President of the Sheldon Reese Foundation, a nonprofit organization involved in charitable giving. 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 uses analytical tools and customized planning to support clients' 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
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Jeremy A

Series 66

Sioux Falls, SD

Raymond James Financial

Jeremy Anderson is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James and its affiliated entities since 2015 and is currently associated with First Dakota National Bank and Loft Advisors, where he also serves as an associate. 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 clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a variety of advisory programs and institutional consulting services.

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

Series 66

Sioux Falls, SD

Raymond James Financial

Kelly Lang is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked concurrently at Loft Advisors and First Dakota National Bank in Sioux Falls, SD, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public finance 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
user avatar

Nathan Q

Series 66

Sioux Falls, SD

Raymond James Financial

Nathan Quello is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and is based in Sioux Falls, SD. He has served on the Lutheran’s Outdoors Endowment Oversight Committee since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through a specialized affiliation, in addition to innovative advisory programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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