About Us

Jerry Hause
Investment Management Consultant
Complex Manager
Sr. Vice President, Investments
Toll-Free: 800-779-3161

 

Gerald W. Hause, Jr. (Jerry), Sr. Vice President, Investments has been the San Antonio Texas Resident Branch Manager since February, 2000 and the San Antonio area Complex Manager since December 2003. He received his Bachelor of Science in Business Administration and his MBA in Finance, both from Auburn University. Jerry began his career in 1973 with Bache Company before joining Smith Barney and later Rauscher Pierce (now Dain Rauscher).

Jerry also held the rank of Lt. Colonel in the United States Air Force until his retirement from the active reserves in 1995. During his flight career, he commanded both Lockheed C-130 Hercules and the Lockheed C-5 Galaxy and served in both Desert Shield and Desert Storm.  

Jerry’s extensive contacts and unique management style creates the perfect formula for recruiting advisors. His recruiting message is simple; if you are looking for a simple but effective management style, excellent support and unsurpassed market research then we offer the perfect opportunity.  

Jerry continues to meet his personal goals of recruiting experienced and producing advisors, create a professional work environment in order to sustain growth and increase revenues.


Joe Pyle
Complex Administrative Manager
Direct: 210-785-3423

Joe joined the San Antonio Complex of Raymond James & Associates in 2003. He previously held various management positions at Transamerica Fund Management and Van Kampen Funds (now Invesco).

Joe works closely with the San Antonio Complex Manager and is responsible for managing the day to day operations and administrative responsibilities for the San Antonio and Boerne Texas offices. He holds the Series 7, 63, 9, 10 and 24 licenses.

Joe earned a BA in Business and Economics from Drury University (Springfield, MO.) and an MBA from the University of St. Thomas (Houston, TX). He is active in his community and various philanthropy organizations.


 

Beth Hilburn
Registered Sales Assistant
Fred Myers
Sr. Vice President, Investments
Timothy Montfort
Financial Advisor
Heather Mazoch
Operations Specialist






Harari Financial Group of Raymond James & Associates

Dave Sears, WMS
Financial Advisor
Direct: 210-785-3422





The CG Wealth Management of Raymond James & Associates, Inc  

Jess Cogley
CFP®
Sr. Vice President, Investments
Direct: 210-785-3411
David Carlock
CFP®; Wealth Management Specialist
Financial Advisor
Direct: 210-785-3436
Susanne Bednarzyk
Registered Sales Associate
Direct: 210-785-3415



 


 

Taylor Collins
Sr. Vice President, Investments
Toll-Free: 800-391-5131
Frank Duperier
Sr. Vice President, Investments
Toll-Free: 800-391-5131
Sonja Hopkin
Sales Assistant
Toll-Free: 800-391-5131




Dupre' Financial Group of Raymond James & Associates, Inc

Daniel Dupre
Sr. Vice President, Investments
Eric Dupre
Financial Advisor
Judi Fernandez
Registered Sales Assistant



 

Thorne Robalin
First Vice President, Investments
Nancy Christoffersen
Registered Sales Assistant




Haley Investment Group of Raymond James & Associates, Inc.

Bill Haley
Wealth Management Specialist
First Vice President, Investments
Samuel Haley
Financial Advisor


Sharon Puhlmann
Sales Assistant


 

Becky Horacek
Registered Sales Assistant
Wendy Sachs
Registered Sales Assistant

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 6,500 financial advisors
  • 2.4 million client accounts
  • 2,600 locations (United States, Canada and abroad)
  • $372 billion in client assets
  • $38 billion managed by its subsidiary asset managers

Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.

Financial Advisor Image
745 East Mulberry Avenue
Suite 210
San AntonioTX 78212
Phone: 210-785-3400
Fax: 210-734-9971
Toll-Free: 800-779-3161
Toll-Free: 800-779-3161
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC         Privacy Agreement

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.