JR McCormick

JR joined Raymond James in 2012 and has experience in a variety of roles within the firm. In his current role, JR works closely with individuals and families, taking a collaborative approach designing and implementing financial solutions for clients.  He is also responsible for researching investments, developing asset allocation strategies, and using his expertise to assist clients with their investment, insurance and overall planning needs.

JR was recently selected to the 2024 edition of the AdvisorHub’s list of 100 Fast Growing Advisors to Watch†.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, JR has taken the extra steps to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience, and ethical requirements. Additionally, he adheres to ongoing ethical standards and continuing education in order to remain current on financial trends and planning strategies.
JR currently holds his series 7, 9, 10, and 66 licenses, as well as the life, health, and variable annuity insurance licenses.

At the age of 23, JR became one of the Raymond James’ youngest operations managers, managing four locations in the Miami area. In his role as branch operations manager, he supported a network of over 50 financial advisors and supervised over 30 support staff. JR was responsible for many of the day-to day functions to keep these branches running smoothly, including compliance, transitioning new employees, and being attuned to the needs of advisors.

JR graduated from James Madison University with a Bachelors of Business Administration in finance.  JR resides in Oceanport with his wife, Lina.  In his free time, he enjoys all things sports, golfing, classic cars, reading, and spending time with family and friends.

* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

†The 2024 AdvisorHub 100 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.