Raymond James Financial Services announced that financial advisors Jeffrey Gore and Madison Gore have joined its independent advisor channel, bringing more than $225 million in client assets.
The team, operating as Gore Financial Management, Inc., is based in Centennial, Colorado, and joined from LPL Financial. They are supported by administrative assistant Bao Lu and provide wealth management services to a range of clients, including business owners, families, and retirees.
The move reflects Raymond James’ continued growth within its independent advisor network, which focuses on providing advisors with flexibility, technology, and support while maintaining strong client relationships. The firm’s platform offers a range of capabilities including research, banking solutions, and services tailored to high-net-worth clients.
Jeffrey Gore brings more than 30 years of experience in financial services, along with a background in accounting and taxation. Madison Gore has over a decade of experience in the industry, progressing from an administrative role to a financial advisor position.
Raymond James Financial Services, part of Raymond James Financial, Inc., supports independent advisors across the United States, Canada, and international markets, with total client assets of approximately $1.83 trillion as of early 2026.
The addition of the Gore team highlights ongoing advisor movement within the wealth management industry as firms compete to attract experienced teams with established client bases.
KEY QUOTE:
“Our clients place significant trust in us, so it’s essential that we have a partner that values and supports the relationships we’ve built. Raymond James does just that, with a longstanding culture and leadership team that continues to put the advisor-client relationship first. What’s more, the firm’s leading technology platform, robust research, quality banking and solutions for high-net-worth clients will enable us to elevate our operations.”
Jeffrey Gore, Financial Advisor, Raymond James Financial Services
