Raymond James Financial Investment Advisor

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change in retirement plan | Raymond James Financial Investment AdvisorsIn 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 50 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.

Our unique culture of independence gives each Raymond James Financial Investment Advisors and Planning the freedom to meticulously tailor a long-term plan based solely on the financial well-being of each client and his or her specific goals.

A brief history

Robert A. James Investments merges with Raymond & Associates to form Raymond James.

Raymond James is listed on the New York Stock Exchange, symbol RJF.

Raymond James is one of the few firms to remain stable and profitable through the economic downturn.

Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-service wealth management and investment banking firms not headquartered on Wall Street.

Raymond James reaches its 100th consecutive quarter of profitability.1

Humble beginnings

From humble beginnings, Raymond James financial advisor 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.

By the numbers*

  • Founded in 1962; public since 1983
  • Approximately $725 billion in client assets
  • RJF shareholders’ equity of $6.1 billion
  • Market capitalization of approximately $10.5 billion
  • More than two times required regulatory capital
  • 124 quarters of consecutive profitability*
  • Approximately 7,800 financial advisors
  • Top-10 municipal underwriting firm**
  • Equity research coverage of nearly 1,200 companies

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success

We provide the best of Raymond James financial investment advisor planning Services to our prominent clients.

As of: 12/31/2018 *Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.

As of: 12/31/2018 **Source: Bloomberg. Based on overall par amount. **This summary may not be representative of the experience of other clients and is no guarantee of future performance or success.

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