Private Client Group Recruiting Resources

When advisors lead, clients come first

Advisors deserve to exercise the power of choice – to have full access to a powerful platform and the freedom to make it their own – and that’s exactly what we give them.

AdvisorChoice® is an affiliation platform that gives advisors an array of powerful options and the freedom to choose among them. Each model offers a unique combination of support, independence, and the flexibility to help advisors build business the way they see fit.

Explore a curated collection of materials to help you learn more about our firm, our history of strength, and our expansive roster of services, tools, products and resources.

Meet the team

Click below to meet our experienced team of leaders and consultants.

PCG Recruiting map

866.877.1685 | advisorchoiceconsulting@raymondjames.com

Interested in partnering with us?

For all existing partners, log in to the portal to access all information pertaining to your relationship with Raymond James.

About Raymond James

Use these resources to learn or share more about the firm’s strength, stability and commitment to advisors.

This at-a-glance slide, highlighting Raymond James’ strength and stability, is updated quarterly for use alone or with the Capabilities Presentation.
The Advisor Bill of Rights describes our relationship with advisors and our commitment to their clients and practices.
This brochure describes how AdvisorChoice® empowers advisors to build, lead and grow their business on their terms.

Our Culture

Explore our client-first, advisor-centric ethos and long-held commitment to championing the advisor-client relationship.
 

Why Raymond James?

About our product and service areas

Use these resources to learn and share more about our expansive, sophisticated advisor and client offerings.

Top-rated technology that connects you to your clients, your business and greater possibilities.
Transition support tailored to your needs from a team coordinating every element of your move.
Sophisticated capabilities, curated products and bespoke solutions to serve top clients.
Focused insight and support to help you manage your practice effectively and accelerate growth on your terms.
A full-service marketing and advertising agency dedicated to helping you tell your story.
A turnkey resource designed to enhance the client experience and help you achieve business goals.
Specialized experience and tools – including an online hub connecting buyers and sellers – for making career-critical decisions.
A suite of financial planning and wealth management products as sophisticated as they are flexible.

Browse resources by affiliation model

Learn more about the benefits and resources available to advisors through specific AdvisorChoice® affiliation models.

Get everything you expect from working for a firm with a powerful difference – book ownership.
Lead your own branch with access to administrative support and full corporate benefits.
Operate as an independent financial advisor backed by the resources of a national leader.
Leverage national strength and local impact to grow your advisory business.
Exercise true autonomy and support refined for fee-only practices under our established RIA.
Take strategic, financial and administrative control of your practice with a full-service partner at the ready.

Advisor Insights

Wealth transfers are an opportunity to make your services indispensable.
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Private Wealth
Making sure your business and loved ones are cared for in accordance with your wishes is easier than you think.
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Succession Planning
Succession planning is about nurturing your practice now and into the future.
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Succession Planning
Explore how having the right technology in place sets you and your clients up for success.
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Technology
Make sure your clients feel safe with these helpful tips
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Technology
Guide your clients’ wealth to the next generation and beyond.
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Practice Insights
Discover helpful ways to establish and build your social media presence across the major platforms.
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Marketing
Ken Grider shares the potential advisors create for themselves and their high-net-worth clients when integrating investment banking into their practices.
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Private Wealth
When it comes to productivity, smart and efficient rule the day. With this in mind, here are six hacks to help you become more productive.
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Practice Management
Raymond James programs designed to develop the next generation of advisors are positioning women for successful careers.
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Practice Management
This article features key elements that are crucial to the exit planning process. Start with areas that are most important to each client.
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Succession Planning
Vice President of Succession & Acquisition Consulting at Raymond James Rob Goff outlines how to begin identifying a successor.
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Succession Planning

News and Recent Joins

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Kevin Vasilik and Kristi Rossy to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel –according to Al...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jeff Purdon, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell,...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Al Biss to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Sanjiv Shukla, Western as...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James continues its investment in artificial intelligence as a crucial component of service excellence with the launch of its proprietary AI Search technology. Powered by gen...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Joel Mitchell to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Spokane, Washington, accordin...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Tom Kreuzer to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Beverly Hills, California, according to ...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Kevin Walker to Raymond James & Associates (RJA) – the firm’s employee advisor channel –according to Gregg Stupinski, Southeast regi...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Marcus Jones, CFP®, Eric Sommers, Michael “Mick” Foster and Christine Rutherford, CFP®, CRPC®, to Raymond James & Associates (RJA) ...
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Private Client Group
The firm announced the appointment of both Doug Brigman to president of Asset Management Services and Michelle Lynch to senior vice president, Practice Management and Growth Consulting   ST. PETERSBURG, Fl...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor David Tam, CEPA, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel –according to Casey McGe...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Brian Flader, Michael Flader and Chris Young to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Scotts...
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Private Client Group
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...
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Private Client Group

J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

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