Venice, FL 2351 E Venice Ave Office
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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
2351 E Venice Ave
Venice FL 34292
Advisors at this office
2
Advisors at this office
Kelley T
Series 63, Series 66
Venice, FL
Raymond James Financial
Kelley Tate is a financial advisor with Raymond James Financial Services Advisors, Inc. in Venice, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2026, Tate worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advisory work, Tate serves on the finance council of Epiphany Cathedral Church, reviewing budgets for the church and school. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and customized SIMPLE IRA advisory services.
James T
CFP®, Series 66
Venice, FL
Raymond James Financial
James Tate Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Raymond James Financial in Venice, FL. His prior roles include positions at Stifel Independent Advisors, LLC and Wells Fargo Advisors. He serves as a board member and Sargent of Arms for the Sertoma Club of Venice and is also involved with Family Promise of South Sarasota County, a nonprofit supporting housing for children and families. 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 and investment consulting that incorporates analytical tools and risk profiling, supporting client implementation through its advisory programs and partnerships.
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