Raymond James welcomes $112 million financial advisor in Wisconsin
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Jay Weideman to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Waukesha, Wisconsin, according to David Sisemore, Midwest division director for RJFS.
Weideman leads Wealthness Financial and is joined by Margaret Osborne, client service director. Together they provide sophisticated financial planning to clients, which include business owners, corporate executives, families, pre-retirees and retirees. Previously, they were affiliated with Edward Jones, where they managed approximately $112 million in client assets.
“The ability to create a space of independence at Raymond James and provide clients counsel from a bottom-up approach gives my clients more liberty and customized solutions to achieve their individual financial goals. I am grateful and honored to be able to conduct an investment practice that puts clients’ views at the forefront of their financial success,” said Weideman.
Weideman has gained over 18 years of experience since becoming an advisor at Edward Jones in 2004. A Wisconsin native, he is a graduate of the University of Wisconsin-Whitewater, where he earned a degree in finance and economics.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.09 trillion as of Sept. 30, 2022. Additional information is available at raymondjames.com.
Wealthness Financial is located at 20720 Watertown Rd, Ste 140A, Waukesha, Wisconsin 53186 and can be contacted at 262.505.5282.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealthness Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.