Raymond James welcomes North Carolina advisor duo managing over $540 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors John Chaulklin and Brian Clayton to Raymond James Financial Services (RJFS) – the firm's independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Based in Burlington, North Carolina, the advisors arrive from LPL Financial where they previously managed over $540 million in client assets. They are joined by Office Manager Faith Rodriguez and Registered Client Service Associate Johnny Campbell. The practice provides personalized financial planning, retirement planning, portfolio management and longevity planning, primarily serving families and individuals, pre-retirees and retirees.
“Our priority has always been helping clients navigate important financial decisions with personalized guidance and a long-term perspective,” said Chaulklin. “Raymond James offers the advisor-focused culture, technology and impactful planning resources that support how our team performs as we continue this next chapter.”
Chaulklin brings more than 33 years of financial services industry experience to his role as wealth manager. He joins RJFS after 14 years at his previous firm and earned a degree in business administration from the University of North Carolina at Charlotte.
Clayton has 27 years of financial services industry experience. He graduated from East Carolina University with a bachelor’s degree in industrial technology.
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 $1.92 trillion as of June 30, 2026. 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.