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Company History
Year Event
2014 Raymond James Financial reported record quarterly net revenues of $1.29 billion and record quarterly net income of $136.4 million for fiscal 4th quarter and fiscal year 2014.
2014 Raymond James Financial reports record revenues and earnings for fiscal 4th quarter and fiscal year 2014.
2014 In May 2014, Raymond James Bank celebrated its 20th anniversary. Since its virtual inception, its assets have grown to over $12 billion at the end of fiscal 2014 and it has become one of our four core business units.
2014 In March 2014, Raymond James was honored with the Golden Hammer Award and named “Habitat Partner of the Year” by Habitat of Pinellas County.
2014 In March 2014, Raymond James received the Bank Insurance and Securities Association (BISA) Technology Innovation Award for the firm’s Client Center.
2014 Raymond James moves data center to Denver. In February 2014, Fortune magazine named Raymond James Financial among the most admired securities companies in the world.
2014 In January 2014, Global Private Client Group CEO Chet Helck retired. As part of the firm’s management succession plans, Scott Curtis, president of Raymond James Financial Services, and Tash Elwyn, president of Raymond James & Associates, joined the firm’s Executive Committee.
2013 In December 2013, M&A Advisor named Raymond James “Investing Banking Firm of the Year.” Raymond James was named the 10th leading municipal bonds underwriter in the nation in 2013, according to Thomson Reuters. Public Finance has remained in the top 10 for more than a decade.
2013 In September, Raymond James Financial reported record annual net revenues for fiscal year 2013 of $4.5 billion, up 18 percent from the prior year, and record annual net income of $367 million, up 24 percent from the prior year. RJF stock price at year end was $41.67.
2013 Executive Chairman Tom James was named one of five recipients of the Harvard Business School 2013 Alumni Achievement Award, the school’s highest honor, on August 27.
2013 Raymond James’ Chet Helck finished his tenure as the Securities Industry Financial Markets Association (SIFMA) chairman in November 2013. The “Helping Americans Succeed, Helping Main Street Prosper” campaign, which is focuses on regaining public confidence in our industry by highlighting the role financial services firms play in helping America grow and flourish, is the result of significant leadership by Helck, who pushed our peers to adopt the kind of client-first approach Raymond James practices.
2013 Raymond James Financial reports record annual net revenues for fiscal year 2013 of $4.5 billion and record annual net income of $367 million.
2013 In March 2013, Fortune magazine ranks Raymond James the fifth most admired securities company in the world.
2013 On March 20, 2013, Raymond James Financial stock hits a new split-adjusted high of $48.22.
2013 The BLOOMBERG RISKLESS RETURN RANKING shows that Raymond James produced the best risk-adjusted return of nine U.S. brokerages, banks and advisory firms since 2009.
2013 Early in 2013, Raymond James marked its 100th consecutive quarter – and 25th year – of profitability.
2012 In December 2012, Raymond James earns the sixth consecutive “excellent” rating on our client brokerage statements from independent measurement expert Dalbar.
2012 Raymond James acquires a significant stake in San Diego, California-based ClariVest Asset Management, bolstering our platform in the large-cap strategy space.
2012 In March 2012, Fortune magazine ranks Raymond James the fourth most admired securities company in the world for the second consecutive year.
2012 Raymond James Cares Month inspired advisors and associates across the country to give more than 4,000 hours to their communities. Ultimately, 800 volunteers donated time and resources to 72 organizations in 62 communities across 22 states.
2012 Memphis-based brokerage firm and investment banking business Morgan Keegan becomes part of Raymond James.
2012 John Carson, Jr., former CEO of Morgan Keegan, named president of Raymond James Financial, a member of the executive committee and head of the combined Fixed Income and Public Finance divisions of Raymond James.
2012 Raymond James Bank converts to a national bank from its current thrift status and Raymond James Financial becomes a bank holding company and a financial holding company.
2012 Raymond James Real Estate Investment Banking practice is named the world’s best by Global Finance magazine.
2012 Raymond James celebrates 50 years of client-first service – a milestone reached through our commitment to independence, conservatism and doing what’s right. In the years to come, we will continue to use these guiding principles in every decision we consider and every action we undertake.
2011 Florida-based advocacy group Women’s Executive Leadership recognized Raymond James for having two or more female directors on its board, Shelley G. Broader and Susan N. Story.
2011 The Securities Industry and Financial Markets Association (SIFMA) mission is to support a strong financial industry, investor opportunities, capital formation, job creation and economic growth, while building trust and confidence in the financial markets. While serving as chair-elect, Chet Helck also serves as executive vice president of Raymond James Financial and CEO of the firm’s Global Private Client Group.
2011 In March, Fortune magazine ranks Raymond James the fourth most admired securities firm in the world.
2011 Raymond James posts record revenue and net income.
2011 In May, Raymond James proudly hosts the 11th annual Wildlife & Western Visions Art Show that features 19 internationally acclaimed wildlife and Western artists, popular Florida artists and Native American jewelers.
2011 ECM sells $530 million in equity-linked notes, representing a new record for Raymond James’ research department’s Best Picks for the coming year.
2011 In January 2011, Raymond James is recognized in the Greenwich Associates Quality Leaders survey for 2010 for its U.S. Equity Research and Analyst Service Quality — Small and Mid-Cap Funds and, similarly, for its U.S. Equity Sales Quality — Small and Mid-Cap Funds.
2011 Raymond James Bank enters into a definitive agreement to acquire a substantial amount of the assets from Allied Irish Bank’s Canadian operation.
2011 Raymond James’ client brokerage statement is rated “excellent” for the fifth consecutive year by the independent measurement expert DALBAR.
2011 Raymond James is ranked first against six national firms in SmartMoney’s annual full-service brokers survey, based partially on strong performance in stock picking.
2011 Raymond James acquires Howe Barnes, one of the nation’s leading middle-market full-service brokerage firms focusing on depository institutions.
2011 In 2011, Raymond James enters into a long-standing commitment by supporting the Salvador Dali Museum’s capital campaign by sponsoring the new facility’s Raymond James Community Room.
2011 Raymond James donates $100,000 to the American Red Cross for its humanitarian relief work in northeast Japan following the devastating earthquake and tsunami that killed 15,000 people and left another 8,000 missing.
2011 The 2010-2011 United Way campaign raises a total of $2,823,002.07 through matching qualified donations.
2006 - 2010
Year Event
2010 The Wall Street Journal ranks seven Raymond James analysts as Master Stock Pickers for 2010 as part of its 19th annual “Best on the Street” survey, tying it for second overall out of 86 research firms.
2010 “LIFE WELL PLANNED,” the firm’s new tagline, is launched in October as part of a new advertising campaign in print, broadcast and online.
2010 Eagle Asset Management launches the Eagle Investment Grade Bond Fund.
2010 For the second consecutive year, Raymond James Ltd. ranks highest in J.D. Power and Associates investor satisfaction survey among Canadian full-service brokerage firms.
2010 Over the past 10 years, Raymond James contributes more than $261,981 to Habitat for Humanity projects, supporting the Tampa Bay community.
2010 The Raymond James Equity Research team is recognized by Forbes, The Wall Street Journal and the Financial Times in their annual rankings of top equity research analysts.
2010 Raymond James is the presenting sponsor of the American Cancer Society Relay for Life of Carillon in St. Petersburg, Florida.
2010 In May, Paul Reilly succeeds Tom James as CEO of Raymond James Financial. Tom remains chairman of the board.
2010 In response to the vast need created in Haiti by the devastating earthquake, Raymond James Financial donates $50,000 through the Raymond James Charitable Endowment Fund to the American Red Cross.
2010 In November, the board of directors votes to raise the dividend paid to common stock shareholders from 11 cents per share to 13 cents per share.
2010 Raymond James supports the capital campaign for the Chihuly Collection at the Morean Arts Center with the sponsorship of the new exhibit’s lobby.
2010 Raymond James & Associates ranks highest on Registered Rep.’s employee broker/dealer report card.
2010 Florida Trend, the St. Petersburg Times, the Tampa Bay Business Journal and ComputerWorld all recognize Raymond James as one of the “Best Places to Work.”
2010 Buyouts magazine recognizes the Investment Banking team as the “Middle Market Investment Bank of the Year.”
2010 Raymond James is awarded the “Million Dollar Workplace Campaign” by the United Way of Tampa Bay for the sixth consecutive year.
2010 Robb Report includes Raymond James in group of top stock pickers.
2009 Tom James receives the Woodrow Wilson International Center for Scholars Corporate Citizenship Award and the Business Committee for the Arts Leadership Award.
2009 Raymond James Stadium hosts Super Bowl XLIII.
2009 Florida Trend magazine names Raymond James one of the best large companies to work for in the state.
2009 Lane Berry, a Boston-based middle-market investment banking and advisory firm, is acquired.
2009 Raymond James Ltd. ranks highest in investor satisfaction with full-service brokerage firms according to the J.D. Power and Associates 2009 Canadian Full-Service Investor Satisfaction Study.
2009 The $4 million state-of-the-art Raymond James Theatre that features the American Stage Theatre Company opens in May 2009. The theatre is located in downtown St. Petersburg, and the facility was built in conjunction with St. Petersburg College. It hosts a variety of performing arts productions and strives to provide the best theater experience in Tampa Bay.
2009 Raymond James equity research analysts again win recognition for their stock-picking abilities in Forbes’ “Blue Chip Analyst,” The Wall Street Journal’s “Best on the Street” and the Financial Times/Starmine’s survey.
2009 In May, Paul Reilly becomes president of Raymond James Financial and is named future successor to Tom James.
2009 Raymond James receives a perfect score as part of its debut and ultimately long-standing presence on the Human Rights Campaign Corporate Equality Index.
2009 Raymond James is named best full-service broker for the second consecutive year by SmartMoney magazine.
2008 Raymond James is selected “best” in the SmartMoney annual “America’s Best and Worst” Broker Survey from among eight national full-service brokerage firms.
2008 Raymond James donates $100,000 to the Red Cross for Midwest flood relief efforts.
2008 Raymond James Trust Company converts to a federal charter facilitating nationwide service as Raymond James Trust, N.A.
2008 Ten Raymond James equity research analysts win top honors in the 7th Annual Financial Times/Starmine Analyst Awards.
2008 Forbes.com names Raymond James one of “America’s Most Trustworthy Companies” and “One of America’s Best Big Companies.”
2008 Raymond James contributes $100,000 to the tsunami relief effort, benefiting Save the Children and Mercy Corps, two highly rated organizations providing immediate and long-term aid to tsunami victims in Thailand.
2008 Ernst & Young names Tom James 2008 National Entrepreneur of the Year in the Financial Services category.
2008 J.D. Power and Associates rank Raymond James highest in investor satisfaction with full-service brokerage firms and highest in employee advisor satisfaction in a tie among financial investment firms.
2008 The firm is recognized in October 2008 with a Business in the Arts Award from the Tampa Bay Business Committee for the Arts.
2007 Forbes magazine includes Raymond James among the “400 Best Big Companies in America” for the sixth time.
2007 Raymond James celebrates its 45th anniversary and “Raymond James Financial Day” by the City of St. Petersburg.
2007 BusinessWeek magazine ranks Raymond James 16th on its list of the top 25 “client-pleasing brands” nationally.
2007 Tom James is elected chairman of the Financial Services Roundtable, effective January 1, 2007, and chairman-elect of the Florida Council of 100, term commencing November 9, 2007.
2007 Tom James serves as chairman of the Florida Council of 100.
2007 DALBAR Inc. ranks the new Raymond James client statement as “excellent” and third among 23 competitors.
2006 Under the leadership of Chet Helck, Dick Averitt and Dennis Zank, Raymond James works with variable annuity product sponsors to issue variations of their products, which reduce front-end commissions, to reduce the annual expenses charged to our clients.
2006 The Raymond James Equity Capital Markets Group launches the Claymore/Raymond James SB-1 Equity Fund (NYSE:RYJ) in May, featuring Raymond James research analysts’ “strong buy” stock picks, which attracts $222 million in investor funds.
2006 Kanbay Research Institute names Raymond James one of the top 10 financial service companies in the United States among those favored by U.S. consumers.
2006 Forbes magazine ranks Raymond James 1,954 among the world’s largest companies.
2005 - 2001
Year Event
2005 Raymond James Financial named best-managed financial firm by Forbes.
2005 Since 2005, RJF has been the title sponsor of the Florida Orchestra’s Raymond James Pops Series, which features eight symphonic pop concerts with a variety of musical styles and artists.
2005 Raymond James purchases a 38,000-square-foot building in Southfield, Michigan, to house an operations center and enhance our mission of serving financial advisors. An integral part of our firm’s mission is to make it easier for advisors to do business with us. Adding facilities and services to meet this goal remains part of our strategy.
2005 “Branding: How to Put a Face on Your Image,” by Ellen Uzelac, cites Raymond James’ in-house agency’s efforts to make the firm stand out.
2005 Total assets within Raymond James Bank surpass $1 billion.
2005 A new original series of TV and media ads launch featuring the tagline “Individual solutions from independent advisors,” underscoring our advisors’ commitment to generating and delivering customized client solutions.
2005 Raymond James donates a combined total of $200,000 to the American Red Cross and The Salvation Army for Hurricane Katrina relief.
2005 The Raymond James Tax Credit Funds cumulatively exceed $1 billion in equity raised.
2005 Raymond James is named to the Fortune 1000 “Most Admired Companies” list.
2004 Chet Helck testifies in front of the U.S. Senate on behalf of the industry, defending both the role of the financial advisor and the importance of mutual funds in the face of increasing regulatory and legislative pressures.
2004 Governor Jeb Bush and Florida Cabinet members recognize Tom James as the 2004 “Florida Free Enterpriser of the Year.”
2004 Raymond James & Associates introduces Advisor Select, giving advisors an unprecedented fifth way of affiliating with the firm. This flexibility continues to attract advisors who enjoy the freedom of choosing their working arrangement.
2003 As the Raymond James branding campaign continues, two new commercials are produced and begin airing on national television.
2003 Investment Advisor magazine features Raymond James in its cover story, recognizing financial advisors who “emphasize financial planning... a winning formula for today’s troubled times.”
2003 A study by a Pennsylvania State University professor shows that returns from Raymond James & Associates stock recommendations ranked first among 26 leading firms over 10 years.
2002 The addition of a fourth tower to The Raymond James Financial Center campus is announced.
2002 United Kingdom broker/dealer Raymond James Killik changes its name to Raymond James Investment Services.
2002 Raymond James celebrates 40 years of continued service excellence.
2002 Raymond James agrees to acquire relationships from Baltimore-based Legg Mason Inc.'s financial advisory subsidiary, Legg Mason Financial Partners.
2002 Ballast Point Ventures private equity fund is launched.
2001 Raymond James becomes a participating sponsor of the Outback Bowl, played on New Year’s Day at Raymond James Stadium and featuring teams from the SEC and Big Ten conferences.
2001 Raymond James Stadium hosts Super Bowl XXXV.
2001 The Raymond James Alternative Investments Group provides financial advisors and their clients a selection of high-quality, nontraditional investments to serve the more extensive financial needs of higher-net-worth individuals.
2001 Raymond James Financial is named to the Fortune 1000.
1996 - 2000
Year Event
2000 Chris Evert Charities, Inc. and Raymond James Financial join forces to fight drug abuse and assist neglected and abused children in south Florida through the annual Pro-Celebrity Tennis Classic.
2000 “You first” national branding campaign is launched.
2000 Raymond James Charitable Endowment Fund established.
2000 In cooperation with the Tampa Bay Buccaneers, this annual program donates $1,000 to designated children’s hospitals for every field goal made by the team during the regular season.
2000 Raymond James partners with the Tampa Bay Buccaneers and their Pewter Partners to collect donations that are distributed to the food banks of The Salvation Army, America’s Second Harvest, Metropolitan Ministries, Religious Community Services and the St. Petersburg Free Clinic. This has become an annual event.
2000 Goepel McDermid Inc. acquired in Canada and renamed Raymond James Limited.
1999 Raymond James Investment Services launched in the United Kingdom, extending the firm’s global reach.
1999 Online trading is offered to clients through their financial advisors.
1999 Raymond James & Associates acquires Roney & Co., a regional firm with 320 financial advisors in 28 offices in Michigan, Indiana and Ohio.
1999 Our independent contractor subsidiaries, Investment Management & Research and Robert Thomas Securities, merge to form Raymond James Financial Services.
1998 Naming rights purchased to Tampa’s Raymond James Stadium®.
1998 RJF forms Raymond James Argentina Sociedad de Bolsa, S.A. joint venture.
1997 Raymond James Capital announces the final closing of its fully subscribed private equity fund.
1997 Raymond James International Holdings, Inc. founded.
1997 Raymond James Capital, our merchant bank, is organized as a subsidiary.
1997 Construction begins on 300,000 sq. ft. of new office space at the Raymond James Financial Center.
1997 Raymond James Bank introduces first mortgages, home equity loans and lines of credit.
1997 Tom James expresses the firm’s commitment of maintaining its independence, despite speculation from Wall Street that Raymond James’ strength and stability make it fodder for acquisition talk.
1996 Dividend reinvestment program is made available.
1996 Friends of Raymond James, Inc., a non-profit organization, is established to provide assistance to employees of Raymond James Financial and its subsidiaries in times of hardship resulting from personal tragedy or emergency.
1996 Raymond James Financial begins conducting formal tours of Tom and Mary James’ personal collection of paintings and sculptures that are displayed throughout the home office.
1996 Raymond James award-winning Equity Capital Markets Group is created.
1991 - 1995
Year Event
1995 The firm includes 800 locations, 2,400 financial advisors and 1,500 associates at corporate headquarters. 15 acres are purchased to expand the corporate campus.
1995 Investment Banking opens offices in Dallas and Boston. Fixed income opens offices in Boston, Los Angeles and Houston.
1995 The firm launches its first national TV advertising campaign on CNN and CNBC.
1995 The firm and associates make substantial contributions to victims of the floods in the Midwest.
1994 After obtaining a federal thrift charter, Raymond James acquires the assets of Security Federal FSB from Resolution Trust Corporation and forms Raymond James Bank.
1994 A first for the industry, Raymond James publishes its Client Bill of Rights.
1994 Through acquisition of the Sound Trust Company of Tacoma, Washington, trust services expand to better serve clients outside the southeastern U.S.
1994 The Passport Investment Account fostered a stronger partnership between clients and their advisors by allowing for management of assets through one simple, fee-based account designed to accumulate and preserve wealth.
1993 910 of the more than 1,500 associates located at corporate headquarters participate in Raymond James University.
1992 Associates throughout the country organize a massive relief effort. Headed by the Service 1st team, truckloads of food, water and clothing are sent within days. Associates also volunteer their time and work with the homeless. In addition, Raymond James donates $25,000 to the American Red Cross relief efforts to victims in South Florida.
1992 Raymond James Trust Company Subsidiary Forms.
1991 In less than three months, Raymond James stock more than doubles.
1991 An article in Florida Trend urges Wall Street to take a lesson, as Raymond James continues to succeed while others falter.
1991 Raymond James appears in the Forbes “200 Best Small Companies” for the fourth time in five years.
1986 - 1990
Year Event
1990 IM&R experiences 15 years of growth, looks forward to the future.
1990 The corporate culture commitment to client service is formalized under the name Service 1st.
1989 Raymond James research and asset allocation results begin appearing in The Wall Street Journal.
1989 Community involvement and commercial success lead to Raymond James Financial receiving Tampa Bay’s Blue Chip Award.
1988 Raymond James opens office in Geneva, Switzerland.
1988 Raymond James initiates the Stock Loan Department.
1988 A brokerage account cash management program, which is now known as Capital Access, is introduced.
1987 Raymond James & Associates celebrates 25 years in business.
1987 Raymond James moves to 15-acre Raymond James Financial campus and occupies the first of four buildings.
1987 Raymond James opens the first of its international offices in Paris, France.
1986 Raymond James completes $16.5 million convertible bond and 345,000 common share offering.
1986 Even in the summer heat with no air conditioning, Raymond James employees continue to provide a high level of service to their customers.
1986 On November 15, 1986, groundbreaking takes place for the Raymond James Financial Center.
1986 Raymond James creates Investment Advisory Services Division, now more commonly known as Asset Management Services.
1986 New York Stock Exchange approves Raymond James’ stock for listing (symbol: RJF).
1986 Raymond James organizes Public Finance Department.
1981 - 1985
Year Event
1985 Heritage Family of Funds is organized (Heritage later becomes Eagle Family of Funds under Eagle Asset Management in 2009.)
1985 Raymond James Limited Partnership Trading Desk organizes.
1985 Raymond James initiates the payment of dividends to shareholders, the start of 27 consecutive years of doing so.
1983 Founder and Chairman Bob James dies May 20, 1983, at the age of 62.
1983 Raymond James Financial completes a $14 million initial public offering.
1982 Raymond James moves to new 85,000-sq.-ft. corporate headquarters at 66th Street N. in St. Petersburg.
1981 The St. Petersburg Times article talks about how hard times helped shape Tom James.
1981 Raymond James introduces correspondent clearing services to assist independent broker/dealers.
1976 - 1980
Year Event
1980 With 265 representatives and 70 branch offices in 44 states, IM&R growth and success continues in the 80s.
1980 Raymond James Properties subsidiary forms as real estate general partner.
1980 Raymond James Financial’s net income exceeds $1 million for first time.
1980 Robert Thomas Securities (RTS) subsidiary forms as independent contractor broker/dealer.
1979 Tom James and Raymond James financial planner Bill Hayes partner with Chi-Chi Rodriguez to co-found the Chi-Chi Rodriguez Youth Foundation.
1979 Financial Planning magazine recognizes Raymond James for leadership in providing financial planning services to clients.
1978 The St. Petersburg Times details Raymond James’ exceptional growth, calling it an “investment supermart.”
1978 “The Achievers” article tells the story of Tom James.
1977 Raymond James Oil & Gas subsidiary incorporates as general partner for oil and gas limited partnerships.
1977 American Stock Exchange approves membership.
1976 Raymond James becomes a Registered Investment Advisor with the Securities and Exchange Commission and forms Eagle Asset Management.
1971 - 1975
Year Event
1975 Raymond James & Associates establishes an Employee Stock Ownership Trust.
1974 IM&R reactivates as an independent contractor broker/dealer. Tony Greene is named leader of the new division.
1973 Formal classroom training of associates begins, leading to the formation of Raymond James University.
1973 Tom James talks about the importance of art in the workspace. In his words, “Our personality isn’t only in us as individuals but in our surroundings.”
1973 The firm gains membership on the New York Stock Exchange.
1972 The Equities Research Department forms and will become one of the largest research organizations in the brokerage industry.
1971 Computer technology is implemented to improve operating efficiency.
1971 The Gasparilla Festival of the Arts begins. Raymond James is the annual event’s sponsor.
1962 - 1970
Year Event
1970 Raymond James begins supporting the United Way Foundation in 1970, a relationship that continues today.
1970 For the first time, money market funds are introduced to clients.
1970 Raymond James includes 165 financial advisors supported by 60 corporate headquarters associates.
1970 Tom James becomes CEO.
1969 Welcome to the Midwest Stock Exchange, Raymond James & Associates.
1969 Raymond James & Associates completes first successful public stock underwriting for ABA Industries.
1969 Raymond James & Associates puts the stamp of approval on its Employee Stock Option Plan for associates.
1969 Raymond James Financial (RJF) incorporates as a holding company.
1969 Raymond James hosts the first annual Raymond James Invitational Art Show.
1968 Floor brokerage and specialist operations begin on the Philadelphia Stock Exchange.
1967 IM&R is established to engage in investment banking activities at Raymond James & Associates.
1967 An 8,000 square-foot building on Central Avenue in St. Petersburg, Florida becomes the new headquarters.
1967 A subsidiary known today as Raymond James Insurance Group is formed as a general insurance agency.
1966 Thomas A. James joins the firm. Welcome, Tom.
1964 Raymond and Associates merges with Robert A. James Investments, forming Raymond James & Associates.
1963 A profit sharing plan is adopted by Raymond James & Associates employees.
1962 Ray Gussler joins as the firm’s first financial advisor. Welcome, Ray.
1962 It all begins in 1962, when Robert A. James investments becomes a corporation.