Establishing a new partnership with Raymond James
With its unique culture of independence, our new affiliation with Raymond James gives us complete freedom to provide objective, unbiased advice for our clients. Unlike competitive firms that are a bank first and foremost, most of Raymond James’ business is exactly what we do – financial planning for families and individuals. They have a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused.
Founded in 1962 and a public company since 1983, Raymond James is one of the largest independent financial services firms in America. The firm’s 4,000 professionals in its St. Petersburg, Florida, headquarters provide the support and resources we need to best serve our clients.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.
A brief history
- 1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James.
- 1983: Raymond James is listed on the New York Stock Exchange, symbol RJF.
- 2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.
- 2012: Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-service wealth management and investment banking firms not headquartered on Wall Street.
- 2013: Raymond James reaches its 100th consecutive quarter of profitability.1
From humble beginnings, 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.
Raymond James is committed to diversity and inclusion – to foster an environment where everyone feels valued and everyone can prosper, throughout the firm as well as the communities it serves.
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 our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, 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.
By the numbers*
- 132 consecutive quarters of profitability1
- Approximately 8,200 financial advisors
- Approximately $1.02 trillion in client assets
- BBB+, stable outlook credit rating (S&P)2
It’s been our privilege over these past 58 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 12/31/2020
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
2A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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