Raymond James welcomes Florida advisor managing $105 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Brad Jessen to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Fort Meyers, Florida, according to Gregg Stupinski, South Atlantic regional director for RJA.
Jessen serves retirees, individuals, families and family offices as Jessen Wealth Consulting of Raymond James, part of RJA’s Fort Myers branch led by branch manager Fred Maschmidt. He arrives from Edward Jones where he managed approximately $105 million in client assets.
“The culture and technology at Raymond James provide an exciting environment to continue offering goal-focused, high-quality financial strategies to my clients. The firm stands out for its advisor support and steadfast focus on client needs. I look forward to leveraging its innovative resources to help achieve client goals,” said Jessen. “This transition aligns with my priorities to develop as a professional and remain dedicated to helping clients reach their goals while delivering exceptional service.”
A retired Air Force veteran of 21 years, Jessen began his financial services career in 2013 at Edward Jones where he served for 10 years. He specializes in providing financial and estate planning using a diverse mix of investment strategies, managed money and more through Raymond James.
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 $1.54 trillion as of Oct. 31, 2024. Additional information is available at raymondjames.com.
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