Raymond James welcomes experienced advisor managing $110 million in Atlanta, Georgia
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jeff Purdon, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Based in Atlanta, Georgia, Purdon provides clients with comprehensive wealth management, often working with their other professional advisors such as attorneys and accountants to create a holistic financial plan. He arrives from Janney Montgomery Scott, where he previously managed approximately $110 million in client assets.
“By partnering with Raymond James, I’m empowered to run my business on my own terms and focus on the services that are most important to my clients. The majority of those I serve are second, third or even fourth generation clients, so the firm’s specialty offerings within longevity planning are a game-changer for their long-term plans,” said Purdon. “Additionally, the emphasis on succession planning and freedom to choose my own successor will help ensure my clients can continue to be well-served for generations to come.”
A native Atlantan, Purdon has spent his entire 30-plus year career in the financial services industry. In addition to his work as a financial advisor, he spent nearly a decade as a strategic planner working directly with executives at Unum Corporation and Bank of America. His expertise is supported by his designation as a CERTIFIED FINANCIAL PLANNER® professional. At Oglethorpe University in Brookhaven, Georgia, Purdon taught Investment Planning and Business Case Analysis classes in the CFP certification program. He also served as an adjunct professor teaching an upper-level Investments course and is passionate about educating others on the financial planning process.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.54 trillion as of Mar. 31, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.