Warsaw, IN 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
1904 E Old Rd 30
Warsaw IN 46852
Advisors at this office
4
Advisors at this office
James B
Series 66
Warsaw, IN
Raymond James Financial
James Bone is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at AZZ Galvanizing, FACTS, Inc., and Indiana University South Bend. Raymond James Financial Services Advisors, Inc. provides 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.
Jefferson H
CFP®, Series 63, Series 65
Warsaw, IN
Raymond James Financial
Jefferson Hankins is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial in Warsaw, IN. He previously worked at PNC Investments for 12 years before joining Reynolds Wealth Management and Raymond James in 2024. Hankins serves on the finance and investment committees for both Big Brothers Big Sisters of Northeast Indiana and First Christian Church of Warsaw, contributing to nonprofit and community financial oversight. 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 using advanced modeling tools and supports clients through various advisory programs and institutional consulting services.
Easton M
Series 66
Warsaw, IN
Raymond James Financial
Easton Mossman is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for three years. In addition to his advisory role, Mossman is the owner of Mossman Capital, where he serves as an investment advisor. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services in municipal and public finance.
Kurt B
CFP®, Series 66
Warsaw, IN
Raymond James Financial
Kurt Boggs is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and is also a member of the Hankins & Boggs Group. Boggs serves as a committee member for the Kosciusko County Community Foundation, where he helps monitor and advise on the foundation’s financial management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes various analytical tools to align recommendations with client goals.
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