St. Simon Island, GA Office

Team
Updated today
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Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 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

3600 Frederica Road, Unit 6

St. Simon Island GA 31522

Advisors at this office

3

Advisors at this office

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James M

Series 63, Series 65

St. Simons Island, GA

Raymond James Financial

James Magbee Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been involved with Raymond James in various capacities since 2010 and is the managing partner and owner of Champion & Magbee Financial Services. Magbee serves as Treasurer and an executive committee member on the board of Oglethorpe University, where he also leads the endowment sub-committee and participates in the fiscal affairs committee. 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 emphasizes 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
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Ernest C

Series 63, Series 66

St. Simons Island, GA

Raymond James Financial

Ernest Champion IV is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James Financial since 2001. Outside of his advisory role, he is a partner in Champion and Magbee Financial Services LLC and assists with the Golden Isles Information Center, a business run by his wife. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation.

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

Series 66

St. Simon Island, GA

Raymond James Financial

Beverly Trainor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 16 years of industry experience. She has been with Raymond James since 2015. Trainor serves as a trustee and personal representative for family trusts and estates and holds leadership roles in several local nonprofit organizations, including serving as Treasurer for St. Simons United Methodist Church and as a finance committee member for the St. Simons Island Rotary Scholarship Foundation. She is also the District Governor Nominee for the St. Simons Island Rotary Club, with service planned for 2026-2027. 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, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client decision-making, with a distinctive focus on municipal and public-finance advisory 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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