A little help from our friends
Our affiliation with Raymond James is another important part of how we serve our clients. The firm supports our business by providing access to leading investment research and market-leading technologies; thought leadership on a wide range of client oriented topics; and operational and trading support for our team and clients.
Raymond James also plays a key role in helping us design and implement strategies for growth-oriented small and middle-market companies. We work closely with the professionals at Raymond James Investment Banking to provide customized financial strategies for raising growth capital, completing advisory and private placement assignments, and overseeing mergers and acquisitions.
Proven History and Experience
Raymond James (NYSE: RJF) is a publicly traded, diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies in the United States, Canada and overseas.
Raymond James was founded by Robert A. James in 1962 to serve individual investors by examining all aspects of their financial needs while providing sound investment guidance. The firm’s corporate culture is grounded in conservative management, high ethical standards, measured growth and a commitment to superior client service.
Raymond James has delivered 125 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, independence, and a conservative, long-term approach to investing.
The Full Resources of a Multinational Firm
Raymond James is one of the largest independent financial services firms in America, with the scale and resources to support a wide array of products and services. With more than 10,000 associates worldwide and approximately $816 billion in client assets*, the firm’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.
A Culture of Independence and Objectivity
Raymond James gives us the flexibility and freedom to serve our clients without a corporate “push” of proprietary products. We have access to one of the widest platforms of product choices and account types in our industry with access to more than 300 mutual fund families, 51 money managers and 34 insurance carriers.
Consistent Leadership and Independence
Tom James, Chairman Emeritus, has fostered a culture of consistent leadership and independent thinking that enables firm employees and financial advisors to act in our clients’ best interests and be innovative in our strategies to meet their needs.
Raymond James by the Numbers
- Founded in 1962; a public company since 1983
- Approximately $796 billion in client assets
- RJF shareholders’ equity of $5.6 billion
- Market capitalization of $11.3 billion
- More than two times required regulatory capital
- More than 125 quarters of consecutive profitability*
- Over 3,000 locations in the United States, Canada and overseas
- Approximately 7,900 financial advisors
- Top-10 municipal underwriting firm**
- Equity research coverage of nearly 1,300 companies
Raymond James Helps Us Serve Our Institutional Clients
As one of North America’s leading full-service investment firms, Raymond James offers a full range of capital markets services, strategic advice and planning for every stage of the business life cycle. Our focus is on remaining agile and taking a personal approach to serving the needs of growth companies and the institutional and retail communities that invest in them.
Raymond James’ investment banking practice wields considerable expertise for bank clients, participating in 400-plus transactions with total value of $55 billion since 2000.
MERGERS & ACQUISITIONS
Raymond James has one of the most highly regarded, broadly experienced advisory practices in middle-market investment banking.
Raymond James provides a national fixed income distribution network with both retail and institutional sales offices throughout the United States, Canada and Europe.
EQUITY SALES, TRADING & SYNDICATE
Raymond James features a dedicated sales team focused on depository institutions and a trading desk that makes markets in more than 700 bank stocks.
Raymond James and its affiliates in Canada and Europe employ more than 70 research analysts who cover nearly 1,300 companies in highly focused industries.
EQUITY CAPITAL MARKETS
Through U.S. and foreign offices, Raymond James’ institutional sales force services more than 1,800 domestic and international investors, representing the world’s leading institutions.
FIXED INCOME CAPITAL MARKETS
Raymond James offers a full spectrum of solutions tailored to specific depository institution needs, including industry-leading analytics and expertise.
TAX CREDIT FUNDS
Raymond James is one of the largest syndicators of LIHTC equity in the U.S., raising $1 billion annually, and since 1986, has provided equity for 1,900 properties in 46 states.
RAYMOND JAMES BANK
With assets of $18 billion, Raymond James Bank leverages its size and structure to deploy capital and offer innovative banking services, both lending and deposit, in all 50 states.
* As of 03/31/2019. Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.
**Source: Bloomberg. Based on overall par amount.
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