Raymond James welcomes experienced advisor managing $125 million in Santa Fe, New Mexico

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Robert Jones to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Santa Fe, New Mexico, according to Rick Sanchez, West Coast regional director for RJA.

Jones previously managed $125 million in client assets at Wells Fargo Clearing Services and serves a variety of clients ranging from individuals and families to businesses. He joins RJA's Santa Fe branch office, led by branch manager Allen Figg, AAMS^®.

"The culture present at Raymond James mirrors the same principles I've built my career on — a deep dedication to delivering high-quality service to clients and a long-term approach to helping them achieve their financial goals," said Jones. "Ultimately, the firm’s cutting-edge technology and the exceptional team at the Santa Fe office compelled me to join. The client-centric organizational approach and familial office environment perfectly fits my needs and those of my clients."

Jones has over 40 years of financial services experience at multiple firms, including Morgan Stanley, Citigroup and Merrill Lynch. He recently served nearly a decade as a vice president investment officer at Wells Fargo. Jones is a graduate of Wofford College, where he received a Bachelor of Arts in economics.

About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary 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 $1.42 trillion as of Feb. 29, 2024. Additional information is available at raymondjames.com.