Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Your dedicated transition team
Transition consultant
Technology consultant
News and Recent Joins
Raymond James welcomes experienced advisor team managing over $740 million in Juneau, Alaska
Raymond James welcomes West Virginia advisors managing over $465 million in assets
Raymond James welcomes Louisiana financial advisor managing over $312 million
Raymond James welcomes financial advisor managing $365 million in Pasadena, California
Raymond James welcomes financial advisor managing $200 million in Winter Park, Florida
Raymond James recruits Ronice Barlow as Chief Operating Officer of its Independent Contractor Division
Raymond James welcomes Alabama financial advisor managing over $140 million in assets
Raymond James welcomes experienced Florida advisor managing over $390 million in assets
Raymond James welcomes California advisor duo managing nearly $200 million in assets
Raymond James welcomes Guam advisor managing $135 million
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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Raymond James & Associates Statement of Financial Condition - September 2024 (PDF)