Washington, MO Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,954 offices

Location

123 Lafayette Street, Suite 110

Washington MO 63090

Advisors at this office

3

Advisors at this office

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Jordan G

Series 66

Washington, MO

Raymond James Financial

Jordan Green is a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC before joining Raymond James in 2020. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and serves a broad client base through a large advisor network.

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

CFP®, Series 66

Washington, MO

Raymond James Financial

Ryan Tinker is a CFP® professional affiliated with Raymond James Financial, based in Washington, Missouri, with 21 years of industry experience. He has worked at Wells Fargo Advisors and Trankler Wealth Management before joining Raymond James Financial Services Advisors, Inc. in 2017. He is also the CEO of Tinker LLC, a support company that handles tax and payroll responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling, supporting clients through its advisory programs and other providers.

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

Series 66

Washington, MO

Raymond James Financial

Ronda Mccollum is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently associated with Raymond James Financial Services Advisors, Inc. and Trankler Wealth Management, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized services such as municipal advisory 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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