Raymond James welcomes New Jersey advisor managing $500 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Evan R. Bloomberg, CFA®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – according to Tony Barrett, North Atlantic regional director for RJA.
Based in Tinton Falls, New Jersey, Bloomberg leads Essential Private Wealth of Raymond James where he advises business owners, corporate executives, investment professionals and family offices on complex financial decisions, long term planning and investment strategy. He arrives from UBS Financial Services where he managed over $500 million in client assets and is joined by Investment Portfolio Associate Kristopher Hargraves and Senior Registered Client Service Associate Kristina Davila.
“Our focus has always been helping clients make confident decisions with clarity and purpose,” said Bloomberg. “Raymond James strengthens our ability to deliver on that mission through its culture, private wealth capabilities and advisor independence. The firm's client-first approach allows us to provide thoughtful, highly tailored guidance aligned with each client’s goals.”
Bloomberg, managing director of Essential Private Wealth, joins RJA after 12 years at his previous firm. His background includes nearly a decade investing in technology companies at long/short hedge funds, along with six years in Equity Research covering software companies. He holds a bachelor’s degree in economics from Binghamton University and is a Chartered Financial Analyst® designee.
“We are happy to welcome Evan to Raymond James,” said complex manager Brian Cain. “His professional background makes him an excellent addition to our New Jersey complex, and his disciplined approach to serving clients reflects the standard of thoughtful guidance we value at Raymond James.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with 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.
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