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.

Name	Location	Years of experience
Steven Mosshart	Cave Creek, AZ	34

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support