Why Raymond James?
THE FIRM HAS AN INDIVIDUAL CLIENT FOCUS
Raymond James is a firm with its roots in the business of providing financial guidance and planning to individual investors and families. This remains the firm’s primary business today. Raymond James has been a leader in the industry with client-focused decisionmaking since the company’s founding in 1962.
FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM
Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 10,000 associates worldwide and $896 billion in client assets*, the company’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.
A CULTURE OF INDEPENDENCE AND OBJECTIVITY
As financial advisors, we are given flexibility and independence to serve our clients without a corporate “push” of proprietary products. We have access to one of the widest platforms of product choices and account types in our industry with access to over 300 mutual fund families, 51 money managers and 34 insurance carriers.
CONSISTENT LEADERSHIP AND INDEPENDENCE
Chairman Tom James has fostered a culture of consistent leadership and independent thinking that enables firm employees and financial advisors to act in the best interests of clients and be innovative in our solutions to meet their needs. That leadership drove the firm to achieve 128 consecutive quarters of profitability as of December 2019.**
Raymond James’ culture and extensive resources enable us to serve our clients effectively with their best interests as our top priority.
Raymond James was the first financial services firm to create a Client Bill of Rights and Responsibilities in 1994. Today, our industry has recognized this document as a best practice and many firms have followed its example.
Raymond James: A Firm With Substantial Size
- Total client assets under administration over $896 billion*
- 6,300 support associates located in corporate locations
- Raymond James has branch locations throughout the United States, Canada and overseas. The firm also maintains an array of affiliated international offices including Paris, Nice, Cannes, Brussels, Düsseldorf, Stuttgart, Luxembourg, Geneva, Lausanne.
Raymond James: A Firm Focused on the Individual Investor
Raymond James was founded by Robert A. James in 1962 to serve individual investors by examining all aspects of their financial needs while providing sound investment guidance. That tradition lives on today through the financial advisors of our Private Client Group.
Similarly, our corporate culture has always been – and continues to be – grounded in conservative management, high ethical standards, measured growth and a commitment to superior client service.
That focus has enabled the company to avoid many of the problems that have plagued – and continue to plague – many other financial services companies.
Florida-based Raymond James (NYSE: RJF) is a publicly traded, diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies in the United States, Canada and overseas.
In an era of industry turmoil, economic turbulence and extreme market volatility, Raymond James has stayed true to its original mission of serving each client with individualized high-quality solutions.
*As of 12/31/2019
**Past performance is not indicative of future results.
***As of 12/31/2019
****Charts are intended to show relative contribution of each of the firm's four core business segments. Dollar amounts do not add to total net revenues due to "Other" segment and intersegment eliminations not being depicted. Other includes the firm's private equity activities, as well as certain corporate overhead costs of Raymond James Financial including the interest cost on our public debt.
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
