Establishing a new partnership with Raymond James

With its unique culture of independence, our new affiliation with Raymond James gives us complete freedom to provide objective, unbiased advice for our clients. Unlike competitive firms that are a bank first and foremost, most of Raymond James’ business is exactly what we do – financial planning for families and individuals. They have a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused.

Founded in 1962 and a public company since 1983, Raymond James is one of the largest independent financial services firms in America. The firm’s 4,000 professionals in its St. Petersburg, Florida, headquarters provide the support and resources we need to best serve our clients.

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 60 years of integrity, independence and innovation, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.

A brief history

• 1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James.
• 1983: Raymond James is listed on the New York Stock Exchange, symbol RJF.
• 2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.
• 2012: Raymond James celebrates 50 years of client-first service.
• 2017: Raymond James is selected to be a part of the S&P 500 index.¹
• 2020: Raymond James surpasses $1 trillion in client assets under administration.

From humble beginnings, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.

It’s been our privilege over these past 60 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 9/30/2024
¹The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. One cannot invest directly in an index.
²Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
³A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.