Raymond James welcomes Colorado advisor pair managing $700 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Jared Lamb, CFP® and Mark Wilkins to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Edward Sudzina, Southwest regional director for RJA.
The advisors arrive from RBC Capital Markets where they managed $700 million in client assets. Operating as Wilkins Lamb Wealth Advisors of Raymond James in Denver, Colorado, they provide financial planning and guidance to multigenerational families and high-net-worth clients seeking goals-based wealth planning and portfolio management. The 2026 Forbes Best-in-State Wealth Management Team recipients are joined by senior registered client service associates Kimberly Baird and Taylor Morgenstern.
“We are drawn to Raymond James for its distinguished reputation, strong local and national leadership, and a culture that genuinely puts clients first,” said Lamb, managing director. “The firm’s private wealth and high-net-worth capabilities, ongoing investment in the business and commitment to advisors makes it a place where clients and teams can thrive.”
Lamb is a CERTIFIED FINANCIAL PLANNER® professional with nearly 13 years in the financial services industry. He holds an MBA from the University of Denver and is a 2025 Forbes Best-in-State Wealth Advisor award recipient.
Wilkins is a graduate of Pepperdine University and brings nearly 16 years of financial services industry experience to his role as managing director. Additionally, he is a 2025 Forbes Best-in-State Wealth Advisor and 2023 Financial Planning Top 40 Regional Brokers Under 40 award recipient.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.80 trillion as of Jan. 31, 2026. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an 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. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info. Shortened Disclosure (for social media and email signature use only): 2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an 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. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Each year Financial Planning ranks the highest-producing advisors in wealth management who are under 40. Over 300 candidates were considered and 40 were chosen to receive each list: the Top 40 Advisors Under 40 and the Top 40 Regional Advisors Under 40. Nominees for the rankings were 39 or younger as of Dec. 31, 2025, and were an employee working as a registered broker at a U.S. broker-dealer. Nominees must also have an acceptable compliance record, their T-12 production should be at least $1M, and custody of assets must be with the nominee’s firm of employment. Nominees’ information was confirmed with their employers. Production and AUM figures are as of Sept. 30, 2025. Time period upon which the rating is based is from Oct. 1, 2024, to Sept. 30, 2025, and was released on 2/10/2026. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Financial Planning is not affiliated with Raymond James. Please visit https://www.financial-planning.com/top-40-under-40/investments-and-wealth-institute for more info.