In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was their first, last and only unprofitable quarter since the firm went public.
2008-2009: During the financial crisis, Raymond James was the largest US broker dealer that didn’t need assistance from the US Treasury or Federal Reserve to continue operations. Because Raymond James maintains a conservative, well capitalized balance sheet with minimal leverage, you can be assured Raymond James will be there when you need them most.
We can be sure the markets will change and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
*As of 9/30/2015