Raymond James has welcomed St. Louis-based financial advisor Janet Bone, CFP, to Raymond James & Associates, the firm’s employee advisor channel, according to Amy Smart, Mid-American regional director for RJA.
Bone joins from Benjamin F. Edwards & Company, where she previously managed approximately $175 million in client assets. She is joined at Raymond James by senior registered client service associate Peggy Rakers. The practice serves a mix of families and individuals, including pre-retirees and retirees, and will operate from St. Louis.
The move is positioned as a combination of continuity for clients and additional resources for the team, with Raymond James highlighting its employee-advisor channel and broader platform. Bone cited succession planning as a key consideration, pointing to the ability to support long-term client relationships as advisory practices mature and clients’ planning needs become more complex. She also pointed to technology enhancements as a factor that can improve day-to-day execution for both advisors and clients.
Bone brings decades of industry experience to the firm. She began her financial services career in 1986 and joined Raymond James & Associates after 13 years at her prior firm. She is a graduate of Eastern Illinois University and holds the CFP designation, which is commonly associated with comprehensive financial planning spanning investments, retirement strategy, estate planning, and other long-term financial goals.
Raymond James & Associates, a member of the New York Stock Exchange and SIPC, provides financial planning and wealth management services to individuals, high-net-worth families, corporations, and municipalities. The firm is a wholly owned subsidiary of Raymond James Financial, a diversified financial services company with advisors throughout the United States, Canada, and overseas. Raymond James reported total client assets of approximately $1.77 trillion as of Nov. 30, 2025.
KEY QUOTES
“Delivering a personalized experience for our clients and their families has always been our priority, and Raymond James offers the succession planning options that help ensure that service continues for years to come. The firm’s enhanced technology is also a meaningful benefit for our team and the clients we serve.”
Janet Bone, CFP
