JR joined Raymond James in 2012 and has experience in a variety of roles within the firm. In his current role, JR enjoys working collaboratively with the team to provide clients with a high level of service and support. 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.
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. In his free time, he enjoys all things sports, triathlons, 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.