South Jordan, UT South River Front Parkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
10701 South River Front Parkway, Suite 250
South Jordan UT 84095
Advisors at this office
3
Advisors at this office
Andrew T
Series 63, Series 65
South Jordan, UT
Raymond James Financial
Andrew Thompson is a financial advisor at Raymond James Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Raymond James Financial since 2009 and has owned two support companies, including Thompson Wealth Management Group LLC, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within a large advisor network.
Myra K
Series 63, Series 65
South Jordan, UT
Raymond James Financial
Myra Keith Johnson is a financial advisor with Raymond James Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2004. Outside of her advisory role, she works as an operations manager for The Davis Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network, including municipal and public-finance clients through a unique affiliation with a municipal advisor.
Ray D
Series 63, Series 65
South Jordan, UT
Raymond James Financial
Ray Davis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Raymond James Financial Services since 2011 and has operated the Davis Group since 2016. In addition to his advisory work, Davis serves as a servicing agent on fixed annuity contracts with Allianz, providing product insights without compensation. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting, employing risk profiling and modeling tools to support client goals and recommending implementation through its advisory programs or other providers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")