Steven Reznik, Jay Cicone & Jason Brienen
Steven P. Reznik
Steve began his career with MetLife and Dean Witter before landing at Investment Management & Research (the forerunner to Raymond James Financial Services) in 1989. In only four years, Steve built one of the premier Raymond James offices in the country, becoming a member of the Chairman's Council* in 1993, a place he holds to this day.
Steve built his practice with an intense focus on medical stock and utilizing what he calls the "Premium Equity Income Strategy." Over the years Steve built wealth for clients by finding winners in names like Amgen, Upjohn, Pharmacia, Chiron, and most recently, Celgene**.
Steve believes in a multipronged plan to create wealth. Other areas of focus include offerings from the Raymond James Syndicate Desk, structured notes from Raymond James Alternative Investments, and guaranteeing lifetime income and the opportunity for growth using the best-fitting products from PCA, the annuity and insurance department at Raymond James.
Steve also has a passion for red wine, and has hosted many a client event that has either started or ended in his wine cellar, which he completed in 2007. "I've been fortunate to visit some of the great wine regions of the world over the past few years," remarks Reznik. And when Steve isn't researching investment ideas, he's likely to be researching the latest Gator football recruit. This passion for Florida football leads him to make half-a-dozen trips to Gainesville each fall to his sky box, where he doesn't just uncork a bottle to toast victory, but camaraderie.
Jason Brienen adds 13 years of financial planning experience to the group. Jason works primarily with clients who are seeking to maximize their retirement nest eggs, and then helps them develop strategies for planning lifetime income as they approach and enter retirement. He also specializes in helping small business owners and professionals maximize their retirement plans. College Savings (529) Plans are another area a focus for Jason.
Jason is a 1994 graduate of The College of Business at The Florida State University with a Bachelor of Science degree in finance. Prior to college, Jason served two years in the United States Army as a stinger missile operator.
Jason and his wife, Joyce, live in the Killearn Estates community in Tallahassee. Jason is active in the Killearn Homeowners Association and currently serves on the KHA School Zoning Committee. Joyce maintains a family website (tallahasseelassie4.blogspot.com) where you can learn all about their three children, Ben, Aaron, and Zemi.
The Brienens are active members of Four Oaks Community Church (fouroakschurch.com) where Jason teaches 1st grade Sunday School and Joyce serves in the nursery (currently on hiatus caring for Zemi!). They also support A Woman's Pregnancy Center (awpc.cc), where Jason serves as a member of the Financial Oversight Committee.
Jason worked to get his Leon County Substitute Teaching Certification in the spring of '07. "The boys absolutely love it when I can come in and sub in one of their classes. I better enjoy it now, because they probably won't think its so cool a few years from now!"
Jason is a free-market conservative and a member of the Cato Institute (cato.org) and the James Madison Institute (jamesmadison.org). He is an active member of both the Leon County Republican Executive Committee (leongop.com) and the Capital City Republican Club (CCRC).
Jason is an avid sports fan, especially when it comes to his Florida State Seminoles, which leads to some good-natured ribbing, working in the office with two rabid Gators! Jason serves on the board of the Tallahassee Seminole Club (tallahasseeseminoleclub.com) and is a member of both Seminole Boosters (seminole-boosters.com) and the FSU Alumni Association (alumni.fsu.edu).
Originally from Peoria, Illinois, Jason says, "By the grace of God my grandfather was a Cardinal fan, not a Cub!" His love of the Cardinals lead him, his brother Micah, and Uncle Rory, to make the trek in 2006 to visit the new Busch Stadium in St. Louis. "Now we're so glad we made the trip for the inaugural season in the new stadium, especially since they went on to win the World Series that year."
His Midwestern roots put him in conflict with his Florida and Raymond James roots, as he pulls for two NFL teams: the Chicago Bears and the Tampa Bay Bucs. "Growing up a Bears fan is something that stays a part of you, but the Bucs play in Raymond James Stadium!" says Brienen.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 6/30/2015
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
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.