Raymond James Welcomes Two Advisor Teams Managing $198 Million in California

ST. PETERSBURG, Fla. – Continuing the firm’s expansion on the West Coast, Raymond James welcomed financial advisors Kenneth Judd, Robert Gonzales and Joseph Klauzar to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – in California, according to Pat Allison, Western division director for RJA.

Judd and Gonzales operate as Charted Course Wealth Management of Raymond James in San Diego. The team joins RJA from Wells Fargo Advisors, where they previously managed approximately $136 million in client assets. Also joining them at Raymond James is Anne Gotingco, registered client service associate.

“Rob and I looked at a number of firms, and Raymond James felt like home,” said Judd. “Raymond James invests in its advisors and provides the marketing and technology resources we need to serve our clients. We’re excited to build our business with a firm whose values resonate so well with us and our clients.”

Judd, first vice president, investments, began his financial services career in 1993 with Prudential Securities. Prior to joining Raymond James, he worked as an advisor at A.G. Edwards and later, Wells Fargo. He earned his bachelor’s degree from Loma Linda University.

Gonzales, first vice president, investments, has more than 41 years of industry experience, beginning at Merrill Lynch and later working at Prudential and A.G. Edwards. Most recently, he worked at Wells Fargo Advisors before joining Raymond James. He earned his bachelor’s degree from St. Martin’s University and his MBA from National University.

RJA also welcomes financial advisor Joseph Klauzar to its Los Angeles complex. Klauzar joins the firm from Morgan Stanley, where he managed approximately $62 million in client assets. He holds a bachelor’s degree from the University of California at Berkeley and an MBA from Northwestern University.

“I’m pleased to welcome Ken, Rob and Joseph to Raymond James as we continue to grow our presence in the West Coast market,” said Rick Sanchez, West Coast regional director for RJA. “We look forward to supporting them as they build their practices and we are proud that the resources and client-first culture offered by Raymond James continue to be distinguishing factors for strong advisor teams like theirs.”