Meet The Team

James established the East Yorkshire branch in February 2010, and has worked in the financial services sector since 2005, where he qualified as a financial adviser and stockbroker with Edward Jones.

James is a Chartered Wealth Manager and a Charted Fellow of the CISI.

As Branch Principal, his time is split between a client-facing role and the day-to-day running of the business.

Robert joined Raymond James in April 2012.

He is a qualified Wealth Manager and Financial Planner, and a member of the CISI and PFS. He is currently working towards his Chartered Status.

Robert works closely with a wide range of clients, from business owners to retirees putting together financial plans to help achieve their long-term goals.

Jonathan joined Raymond James East Yorkshire in 2014 and has a degree in Business Economics obtained from Northumbria University.

He is a qualified Wealth Manager and Financial Planner, and a member of the CISI and PFS. He is currently working towards his Chartered Status.

Jonathan has a range of clients, from individuals, trusts and business owners, and works hard to ensure they reach their financial goals.

Jessica joined Raymond James in 2015.

As Office Manager, Jessica manages accounts, human resources, health & safety and facilities.

Megan joined Raymond James in February 2017 as an office administrator on a Business Admin apprenticeship.

As a qualified Paraplanner, her main role is Wealth Manager support. She is a member of the CII and is currently studying and training to become a qualified Wealth Manager.

Jordan joined Raymond James in November 2018 after graduating from York St John University.

His time is split between studying and Wealth Manager support.

Georgia joined Raymond James in June 2019 after graduating from Leeds Beckett University. Georgia’s role is to plan and carry out all of the marketing objectives and activities. As well as this, she also carries out administrative work and front of house duties.