Venice, FL 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
Venice FL
Advisors at this office
2
Advisors at this office
Joseph J
Series 63, Series 65
Venice, FL
Raymond James Financial
Joseph Johnson is a financial advisor with Raymond James Financial in Venice, FL, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been associated with Raymond James since 2009 and also operates as CEO of Next Millennium, a business selling primarily sports tickets and travel packages. Johnson has held multiple roles in financial services and related businesses spanning over a decade. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Lawrence R
CFP®, Series 63, Series 66
Venice, FL
Raymond James Financial
Lawrence Rolland is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC and LaSalle St. Investment Advisors, LLC. Rolland has longstanding involvement with Community First Bank. 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, offering tailored, non-discretionary planning and investment consulting supported by advanced analytical tools.
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