Raymond James Investment Management

Overview

Raymond James Investment Management is an SEC registered investment adviser based in St Petersburg, FL, registered since 2015. It reports $16.9B in assets under management across 5 accounts, with 175 employees. It has 31 investment adviser representatives.

Reported AUM

$16.9B

Discretionary

100%

Accounts

5

Employees

175

Advisory reps

31

Registered since

2015

Jurisdictions

52

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies

Client types

• High Net Worth Individuals
• Individuals
• Investment Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 5

• Susan Lavelle Walzer Director, President CRD 2976646
• Damian Daniel Sousa Chief Compliance Officer, Director CRD 2061882
• Eric Christian Wilwant Chief Operating Officer, Director CRD 2256062

2 more executive officers, with direct contact details

Advisory reps 3 of 31

• Hannah Meghan Archer Registered Rep · Investment Adviser Rep CRD 6925219
• John Babnik Registered Rep · Investment Adviser Rep CRD 2213781
• Justyna Zuzanna Barczynska Registered Rep · Investment Adviser Rep CRD 4705571

28 more advisory reps, with emails, phones and branch locations

Location

Headquarters

780 Carillon Pkwy
St Petersburg, FL 33716

County

Pinellas

Metro area

Tampa-St. Petersburg-Clearwater, FL

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: eagleasset.com

Every state, with registration dates

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