Raymond James welcomes experienced advisor team managing over $740 million in Juneau, Alaska
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of five financial advisors to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Juneau, Alaska, according to Dominic Prioli, Central regional director for RJA.
The team includes advisors Peter Jurasz, CPFATM, Rebecca Hall, CPWA®, Harold Heidersdorf, CFP®, Christian Veliz, ChFC®, and Ryian Jurasz. They arrive from Merrill Lynch, where they managed over $740 million in client assets, and are joined by client service associates Valcarrie Bingel, Averyl Veliz, Destiny Buruato and Sage Logan. As the JHV Group of Raymond James, they leverage their nearly 70 years of collective industry experience to serve business owners, corporations, endowments and foundations, families and non-profits as part of RJA’s Juneau branch. Their transition was assisted by RJA’s Central division sales manager Nancy Olzack.
“At Raymond James, we’ve found a firm that not only supports advisor independence and practice ownership but also provides the necessary resources to serve the dynamic needs of our high-net-worth clientele. The firm’s commitment to an advisor- and client-centric culture enables our team to continue delivering sophisticated wealth management strategies with the flexibility our clients deserve,” said Peter.
As managing director of the practice, Peter brings has more than 34 years of financial advising experience, most recently serving at Merrill Lynch since 2009. In addition to a bachelor’s degree in economics from Willamette University, he holds the Certified Plan Fiduciary Advisor designation. Although he began his career over three decades ago, he continues to find the challenge of helping others realize their financial goals extraordinarily rewarding.
Prior to joining Raymond James, Hall was affiliated with Merrill Lynch Wealth Management since 2011 and continues to enjoy the challenges and rewards the financial industry brings. She holds the Certified Private Wealth Advisor designation and a bachelor’s degree from the University of Nevada, Reno.
Heidersdorf brings over 18 years of industry experience to his role as senior vice president of wealth management. In addition to his previous 14-year tenure at Merrill Lynch, his professional experience is backed by the CERTIFIED FINANCIAL PLANNERTM designation.
Veliz previously served seven years in both retail bank management and investment services at KeyBank N.A. and Key Investment Services. He then became an advisor at Merrill Lynch for seven years, focusing on assisting clients in articulating their goals and simplifying complex financial needs, including investment management, business exit strategies and retirement planning.
Ryian, daughter to Peter, joined the team in 2021. She brings over three years of financial services industry experience.
“I’m pleased to welcome Peter, Rebecca, Harold, Christian, Ryain and the entire high-performing JHV Group to Raymond James. Their depth of experience and shared values with the firm make for an excellent addition to our growing footprint in Alaska,” said Prioli. “We are eager to see their continued growth supported by the firm’s capabilities and industry leading innovation.”
“It is extraordinary to open our third Raymond James & Associates office in Alaska within the last nine months with a remarkable team at the caliber of the JHV Group,” said Olzack. “We are committed to growing our market share and elevating the industry standard of wealth management services in Alaska.”
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 $1.58 trillion as of Feb. 28, 2025. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CPWA®" and "Certified Private Wealth Advisor®". Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.