Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Your dedicated transition team
Raymond James welcomes South Carolina financial advisor managing over $250 million
Raymond James welcomes seasoned New Hampshire advisors managing $350 million in client assets
Raymond James welcomes Florida financial advisor managing $235 million in assets
Raymond James welcomes experienced Michigan advisor managing $100 million in client assets
Raymond James welcomes $450 million advisor team in Winter Park, Florida
Raymond James welcomes financial advisor managing $123 million in Abilene, Texas
Raymond James welcomes $340 million South Florida advisor team
Raymond James welcomes Miami financial advisor managing $100 million in client assets
Raymond James taps industry veteran Alex David to head Northeast division
Raymond James debuts Paraplanning Services for advisors
Raymond James welcomes New Jersey financial advisor managing $165 million
Raymond James names head of Executive Compensation Services
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Raymond James & Associates Statement of Financial Condition - September 2023 (PDF)