AT OUR CORE – Annual Report 2023

We put clients first. We act with integrity. We value independence. We think long term.

Our values are the essential, immovable core of Raymond James. In an unpredictable world, these principles help ensure we’re a predictable force. Out of every major market crisis since our founding in 1962, Raymond James has emerged stronger – better prepared, better tested and better equipped to pursue bold, new opportunities, intelligently. View the report

Chair and CEO Paul Reilly looks back on 2023 and how being the kind of steady, stable firm we have always been at our core helped us become even more.

Featured stories

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The reward of managed risk
Our commitment to remaining exceptionally well-capitalized is sometimes questioned – until events like the banking crisis that shaped the early months of 2023 arrive and prove the wisdom of the approach.
A credit to savings
Developing a high-yield, insured-in-excess savings program when interest rates were at historic lows might not seem like an obvious move, but preparing for the tide ensured we were ready when it turned.
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Prudently approaching AI possibilities
With the launch of Carillon Labs, Raymond James reaffirmed an incremental, deliberate approach to harnessing emerging technologies that keeps people at the heart of artificial intelligence.

Giving back in fiscal 2023

Our commitment to giving back defines us as much – and as perennially – as our core values do. It was our privilege to find ways to build on that legacy in 2023.

$7.4M

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raised for the United Way
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125,000

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meals served and packed during Raymond James Cares Month
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9,600

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Raymond James Cares Month volunteer hours
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$390k

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raised for the American Heart Association
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250

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charitable organizations supported during Raymond James Cares Month
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3,600

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Raymond James Cares Month volunteers
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Read the full stories here.

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Raymond James & Associates Statement of Financial Condition - September 2023 (PDF)