Raymond James welcomes advisor in Santa Barbara, California managing $190 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Justin Pearlman, CFP®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Santa Barbara, California according to John Simmons, West Coast regional director for RJA.
Pearlman arrives from Morgan Stanley, where he managed approximately $190 million in client assets. As Pearlman Wealth Management of Raymond James, he is joined by client service associate Paxson Russell. Together they serve families and individuals, pre-retirees and retirees, business owners and corporate executives as a part of RJA’s Santa Barbara branch, led by branch manager Matt Rowe.
“Partnering with Raymond James is the result of extensive deliberation, as I looked for a firm that offers both independence and the robust resources needed to support my clients and practice effectively. The advanced technology platform, paired with strategic wealth solutions, provide an ideal foundation to serve business owners and high-net-worth clients – from building wealth to retirement planning and legacy strategies,” said Pearlman. “What sets Raymond James apart for me is the firm’s commitment to a truly client-first culture, which resonates deeply with my values, and the exceptional, personalized service my clients expect.”
Pearlman brings over 21 years of financial services industry experience to his role as senior vice president, wealth management. He began his career in 2003 at Citigroup, most recently serving at Morgan Stanley for a 15-year tenure. A Certified Financial Planner® professional, his experience is backed by a Bachelor of Science in computer science from the University of California at Santa Barbara.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.