Next-Gen + Best-in-State · rank 44 · Leawood, Kansas · listed firm: Raymond James & Associates
Identity & firm
- Firm — Raymond James & Associates, Inc. (high)
- “Firm: "RAYMOND JAMES & ASSOCIATES, INC." Branch: 11551 Ash Street, Suite 250, Leawood, KS 66211 Registration Begin Date: 7/30/2020” — sec_finra_regulatory
- Parent company — Raymond James Financial (medium)
- “Firm: "RAYMOND JAMES & ASSOCIATES, INC."” — sec_finra_regulatory
- Firm type — wirehouse (medium)
- “Current Employer: Firm: "RAYMOND JAMES & ASSOCIATES, INC." ... Scopes: BC (Broker-Dealer) and IA (Investment Adviser)” — sec_finra_regulatory
- Team name — The Prosper Group (high)
- “Team: The Prosper Group” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — 5674415 (high)
- “Name: JARED STRICKLIN CRD Number: 5674415 Status: Active (BC and IA scopes) Current Firm: Raymond James & Associates, Inc.” — sec_finra_regulatory
- Years experience — 15 (medium)
- “Exams Passed: Series 7 (General Securities Representative) – 12/9/2010” — sec_finra_regulatory
- “Previous Employer: Firm: "UBS FINANCIAL SERVICES INC." Location: Kansas City, MO Registration Period: 12/10/2010 – 8/10/2020” — sec_finra_regulatory
- Designations — CFA (medium)
- “Jared Stricklin, CFA® - Raymond James | LinkedIn” — social_or_third_party_db
Book of business
- Team AUM ($M) — 1400 (high)
- “Asset Summary (as of Mar 2026): - Minimum Account Size for New Business: $2M - Typical Size of Households: $2-10M - Typical Net Worth of Relationships: $2-15M - Team Assets (Custodied): $1.4B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 15 (high)
- “Typical Net Worth of Relationships: $2-15M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.raymondjames.com/theprospergroup (high)
- “The Prosper Group of Raymond James - Leawood, KS” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/jared-stricklin-cfa%C2%AE-9a604957/ (medium)
- “Jared Stricklin, CFA® - Raymond James | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Forbes Best-In-State Wealth Advisors, Kansas, #35 (2025) (low)
- “He was ranked #35 among Best-In-State Wealth Advisors in Kansas in 2025” — social_or_third_party_db
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search