Extensive capabilities expanding westward.

Each office within the Northern California Complex reflects the character of the market it serves. We invite you to explore the individual pages to learn more. Then take the next step and give us an opportunity to give you a more personal introduction to our great firm.

Learn more about our commitment to California »

Advisor Profiles

We value our advisors and we’ve profiled many of them here. These broad-ranging interviews focus on the role of Raymond James leaders in the industry, the growth of the company as a whole and the expansion of the Northern California Complex.

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Modesto San Francisco San Jose San Rafael Santa Rosa Walnut Creek
Jana Kearns

Jana Kearns

Branch Manager, Modesto
Vice President, Investments

Bill Hubbard

Bill Hubbard

Branch Manager, San Francisco
Senior Vice President, Investments

Christopher Weng

Christopher "Chris" Weng

Branch Manager, San Jose
Senior Vice President, Investments

Courtney Irwin

Courtney Irwin

Branch Manager, San Rafael
Vice President, Investments

Nathan Clakley

Nathan Clakley

Senior Vice President, Investments
Northern California Complex Manager

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.

 


Technology that’s always one step ahead.

Technology built for advisors and responsive support to help you use it your way.

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It’s your business. We get that.


We offer ownership of your business. In fact, we’ll put that in writing.

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Let us help you build your brand.

Create and promote your brand with a team of more than 100 in-house marketing experts supporting you.

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