Conservative, pragmatic and proud of the way we do business

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Its stock is traded on the New York Stock Exchange (RJF). When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.

Raymond James grew from a small regional firm in St. Petersburg, Florida to a Fortune 500 Company. An independent channel was developed in the 1980s with the belief that advisors should be able to choose their own model upon which to serve clients. The Raymond James’ motto has always been clients first, whether on the employee or independent side.

We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting relationships with our clients.