Jamie L Weltzin, AGT - Edward Jones

Founded in 1962, Raymond James Financial Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Located in Upland, Calif., the company is one of the leading investment management firms in the United States. Raymond James Financial Inc. has 2,300 locations throughout the United States, Canada and overseas. The company offers financial products, such as fixed income overview, closed-end funds, stocks and convertible securities, among others. It also renders financial services that include financial/college planning, Certificates of Deposit (CDs), equity capital markets and public finance, to name a few.

By partnering with Diversified Investment Services, your goals will come into focus with effective planning. We create custom-tailored financial strategies to help you pursue your dreams. Together, we'll go through a comprehensive process for managing your financial life and creating a plan tailored to your needs. The process begins by breaking down the broader issues into more focused points for discussion.