Virginia Beach, VA Golden Oak Ct Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,976 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

208 Golden Oak Ct, Ste 121

Virginia Beach VA 23452

Advisors at this office

4

Advisors at this office

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Anthony J

Series 63, Series 65

Virginia Beach, VA

Raymond James Financial

Anthony Jernigan is a financial advisor with Raymond James Financial based in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He also leads The Pinnacle Group as CEO and President, a business he has owned since 2005. Jernigan has worked at Raymond James Financial since 2009 and has extensive experience managing regional advisory operations. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal advisory services, along with specialized consulting programs such as 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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Tami P

Series 63, Series 66

Virginia Beach, VA

Raymond James Financial

Tami Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Raymond James since 2001, including five years at the current firm entity, and worked briefly at Easan Katir from 2018 to 2020. Outside of advising, she serves as an executive assistant to a branch manager at The Pinnacle Group in Virginia Beach. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm emphasizes tailored, non-discretionary advice through analytical tools and supports various advisory programs, including municipal finance and SIMPLE IRA employer consulting services.

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

Series 66

Virginia Beach, VA

Raymond James Financial

Raleigh Jernigan is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Capital One and UBS. He serves as Sponsorship Director on the advisory board of the Society for Human Resources Management, overseeing sponsor relations. 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, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

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

Tyler A

Series 65, Series 63

Virginia Beach, VA

Raymond James Financial

Tyler Allen is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities, among other firms. He is also involved with The Pinnacle Group, a support company based in Virginia Beach. 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 offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through its affiliation with a municipal advisor.

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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