Raymond James welcomes $225 million advisor duo in Colorado
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Jeffrey Gore and Madison Gore to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
Arriving from LPL Financial, the advisors previously managed more than $225 million in client assets. Gore Financial Management, Inc. is based in Centennial, Colorado, where the team is joined by administrative assistant Bao Lu. Together they provide personalized wealth management strategies to clients ranging from business owners to families and retirees.
“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,” said Jeffrey. “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 has spent more than 30 years in the financial services industry helping clients pursue their goals. He attended the University of Colorado Denver, where he earned both a bachelor's degree with a double major in finance and accounting and a master’s degree in accounting with a focus on taxation. In addition to his industry experience, Jeffrey served in the U.S. Army for 10 years.
A Colorado native, Madison has worked in financial services for over a decade, starting as an administrative assistant before stepping into a financial advisor role in 2021. She holds a bachelor’s degree with a double major in finance and international business from the University of Colorado Denver.
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 1.83 trillion as of Feb. 28, 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. Gore Financial Management, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.