Raymond James welcomes Georgia advisor managing $199 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Roberto De Jesus, AAMS®, to Raymond James Financial Services (RJFS) – the firm's independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
De Jesus joins from Edward Jones where he managed approximately $199 million in client assets. As founder of De Jesus & Co. Wealth Management in Acworth, Georgia, he provides personalized financial planning and investment guidance to business owners, corporate executives, families and individuals, pre-retirees, retirees and clients experiencing sudden wealth. He is joined by Financial Representative Kimberly Dahnke and Senior Client Service Manager Deb Robyck.
“Raymond James gives us the independence to build our practice around the families and business owners we serve, while providing the support, technology and expertise to deliver an exceptional client experience,” said De Jesus. “The firm’s private wealth capabilities also expand the resources available to our clients as their financial needs become increasingly complex.”
De Jesus has nearly two decades of financial services industry experience and joins RJFS after 18 years at his previous firm. He earned a bachelor's degree from the University of Colorado and holds the Accredited Asset Management Specialist® designation.
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 $1.92 trillion as of June 30, 2026. 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. De Jesus & Co. Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.