Raymond James welcomes California advisor team managing $330 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Jose Campos and Ryan Duncan Anderson to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Shanjiv Shukla, Western assistant division director for RJFS.
As co-founders of Rydge Wealth Management, the advisors are based in Burlingame and Pleasanton, California, and are joined by Client Service Managers Irene Pepping and Tory Kusich. Together they provide personalized financial guidance, business planning and investment management to their clients, including business owners, families, individuals and those in or nearing retirement. The team was previously affiliated with Commonwealth Financial Network where they managed approximately $330 million in client assets.
“Raymond James gives us the flexibility to focus on building plans that are structured around our clients’ unique goals, instead of prepackaged models. Its commitment to advisor autonomy, coupled with the firm’s technology platform, translates into more time for meaningful connection and clarity with the clients we serve,” said Campos.
Campos affiliated with Commonwealth Financial Network in 2017 and holds nearly a decade of financial services industry experience. His professional tenure is backed by the Accredited Investment Fiduciary®, Certified Investment Management Analyst®, Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER® designations.
“This transition was primarily focused on finding a partner that understands the depth and complexity of our clients’ needs,” said Anderson. “Raymond James brings a level of sophistication in its planning resources that strengthens every facet of our practice, without sacrificing the personal attention our clients rely on.”
Anderson began working in the financial services industry in 2005 and was previously affiliated with Commonwealth for 14 years. His professional experience is backed by the CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary® and designations.
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 $1.65 trillion as of July 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. Rydge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.