Financial ADVSR advisor directory · SEC adviser records
Raymond James & Associates, Inc. financial advisors in San Jose, CA
Every SEC-registered investment adviser representative at a Raymond James & Associates, Inc. office in San Jose, A to Z.
The short answer
7 registered advisors work at Raymond James & Associates, Inc. in San Jose, out of 5,233 at the firm nationwide; it ranks number 23 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Raymond James & Associates, Inc. advisors in San Jose, A to Z
Every Raymond James & Associates, Inc. advisor →- Katherine E. DavalosCertified Financial Planner · Also a broker rep
- William B. GerdtsAlso a broker rep
- Katia KandahAlso a broker rep
- Michele E. KelleyAlso a broker rep
- David M. LucasAlso a broker rep
- Terrence M. MedleyAlso a broker rep
- Christopher S. WengAlso a broker rep
Raymond James & Associates, Inc. advisors in every city and state →Raymond James & Associates, Inc.: assets, clients and custodians →Raymond James news and advisor moves →Raymond James & Associates, Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →
Raymond James & Associates, Inc. advisors in other cities
St. Petersburg, FL 614Memphis, TN 112New York, NY 107Houston, TX 88Atlanta, GA 82Coral Gables, FL 81Chicago, IL 70Boca Raton, FL 58St Louis, MO 58Tampa, FL 56Miami, FL 55Birmingham, MI 54Dallas, TX 54Birmingham, AL 53Louisville, KY 53
Other firms in San Jose
All San Jose advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18
Questions
How many financial advisors does Raymond James & Associates, Inc. have in San Jose?
7 investment adviser representatives are registered at Raymond James & Associates, Inc. offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,233 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is Raymond James & Associates, Inc. one of the largest advisor employers in San Jose?
Raymond James & Associates, Inc. ranks number 23 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Raymond James & Associates, Inc. advisor in San Jose?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Raymond James & Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.