A complete list of active advisors currently associated with Raymond John Management LLC

Warmer can help you find a great advisor at Raymond John Management LLC or one who fits your needs even better.

Raymond John Financial Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm creates written Investment Policy Statements tailored to client goals and advises primarily in mutual funds, equities, ETFs, fixed income, REITs and Treasury inflation‑protected bonds. RJFM documents client risk tolerance and generally manages accounts on a discretionary basis, with quarterly reviews and monthly custodian reports. Its stated methods combine charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory, and its strategies range from long‑term allocations to short‑term trading, options and short sales, with the brochure noting the material risks associated with those strategies. Distinctive operational features called out in the brochure include a requirement that clients custody assets at Schwab Institutional and disclosure that the firm may receive research and other soft‑dollar benefits from custodians, which could create potential conflicts of interest. The firm also does not aggregate trades across clients (which can affect execution outcomes) and maintains a written Code of Ethics and personal‑trading policies intended to identify and document potential conflicts.

To learn more about the advisors currently working at Raymond John Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.