May 13, 2020

Raymond James welcomes $140 million advisor team in Boulder, Colorado

ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Jason Jachimowicz, CRPC®, and Lynn Shook, CRPC®, to Raymond James & Associates (RJA) – the firm’s employee advisor broker/dealer – in Boulder, Colorado, according to Pat Allison, Western divisional director for RJA.

Jachimowicz and Shook join Raymond James from Morgan Stanley, where they previously managed approximately $140 million in client assets. They join the Boulder Downtown office, which is part of the Denver Complex managed by Ari Litvin. The team operates as Emerald Peak Wealth Management of Raymond James.

“At Raymond James, it really feels like it’s about the people and not just the numbers,” said Shook. “Raymond James is a firm that has retained its tight-knit, caring feel while continually growing and offering a high level of service and the amount of resources that you can expect from even the largest firms. Also, Raymond James’ cutting-edge technology made our transition a breeze. It exceeded our expectations and made transitioning during a worldwide crisis effortless, so we can focus more on our clients’ needs.”

Jachimowicz has been in the financial services industry for over 23 years, beginning his career at UBS in California before moving to Colorado to join Smith Barney, which later merged with Morgan Stanley. Jachimowicz is also a Chartered Retirement Planning Counselor℠.

Shook has over 30 years of experience in financial services. Prior to joining Raymond James, she was an advisor at Smith Barney, which was later acquired by Morgan Stanley. Shook also earned her Chartered Retirement Planning Counselor℠ designation.

“I am thrilled Jason and Lynn chose Raymond James to continue growing their practice,” said Allison. “It speaks volumes that our technology has continued to be a differentiator, attracting great advisor teams like theirs. We’re proud that our technology and support have helped to make transitions as easy as possible for our newly affiliated advisors, especially during challenging times like this.”

About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $774 billion.