Raymond James welcomes North Carolina advisor managing over $230 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jay B. Smith, AAMSTM, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Gastonia, North Carolina, according to Courtland Williams, Mid Atlantic regional director for RJA.
Smith arrives from Edward Jones, where he managed over $230 million in client assets and is joined by senior client service associates Janice Bassett and Danielle Perna. Together they serve business owners, corporate executives, families and individuals, pre-retirees and retirees as a part of RJA’s Gastonia branch, led by complex manager Rodney Lineberry.
“Raymond James strikes the perfect balance between providing advanced technology and extensive back-office support, while giving us the tools to best serve our clients. Despite its size, the firm has a small, personable feel, making us feel genuinely supported,” said Smith, first vice president of wealth management. “The culture of mutual support and eagerness to help others found at Raymond James makes it the perfect partner for our team.”
With over 35 years of experience in the financial services industry, Smith began his career at Wheat First Securities in 1989 and he most recently served at Edward Jones for over two decades. Smith holds the Accredited Asset Management SpecialistTM designation and his professional experience is backed by a bachelor’s degree in business administration from Averett University.
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 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.57 trillion as of Sept. 30, 2024. Additional information is available at raymondjames.com.