{ "schemaVersion": 1, "organisationId": "O-d88c10f3328347b586e177730d96ef51", "slug": "raymond-james-financial", "name": "RAYMOND JAMES FINANCIAL INC", "updatedAt": "2026-09-28T11:33:39.896256Z", "sections": [ { "type": "OVERVIEW", "text": "Raymond James Financial, Inc. is a diversified financial-services company serving individuals, corporations and municipalities. Its businesses span financial planning and wealth management, securities brokerage and capital markets, investment management, and banking and trust services. The company operates primarily in the United States, with a presence in Canada, the United Kingdom and other parts of Europe. [P1149663][P104059959]\n\nFounded in 1962, Raymond James states its mission as helping people with their financial well-being, including helping clients pursue their goals, supporting financial professionals and contributing to communities. [https://www.raymondjames.com/about-us/company-history][https://www.raymondjames.com/about-us/our-culture] In fiscal 2025, it reported approximately $14.1 billion in net revenues. At September 30, 2025, it had approximately 19,500 associates and 5,065 independent financial advisors. [https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm][P4169547]\n[P1149663][P104059959][P4169547][https://www.raymondjames.com/about-us/company-history][https://www.raymondjames.com/about-us/our-culture][https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm]", "updatedAt": "2026-09-28T11:33:39.896256Z" }, { "type": "PRODUCTS", "text": "Raymond James offers financial planning, brokerage and investment advisory services. Clients can buy and sell equities, ETFs, options, fixed-income securities and mutual funds, as well as access annuities and insurance. Its Asset Management Services business provides fee-based portfolio management, manager selection and asset-allocation services. The Raymond James Freedom program offers portfolios constructed by investment specialists and selected with an advisor according to a client’s goals and risk tolerance. Raymond James Trust provides trustee, co-trustee, custody and estate-administration services. [P13178529][P112183419][https://www.raymondjames.com/wealth-management/advice-products-and-services/investment-solutions/asset-management-services][https://www.raymondjames.com/-/media/rj/common/advisor-site-pdfs/ams_freedom_brochure.pdf][https://www.raymondjames.com/wealth-management/advice-products-and-services/estate-charitable-giving-and-trust-services/raymond-james-trust/solutions-and-services]\n\nIts cash and banking offerings include the Raymond James Bank Deposit Program, which sweeps eligible uninvested brokerage cash into interest-bearing accounts at participating banks, and the Enhanced Savings Program, which links a brokerage account to a bank savings account. Banking services also include securities-backed and corporate loans, residential mortgages, tax-exempt lending, deposit accounts and liquidity management. [https://www.raymondjames.com/wealth-management/advice-products-and-services/banking-and-lending-services/cash-management/cash-sweeps/raymond-james-bank-deposit-program][https://www.raymondjames.com/wealth-management/advice-products-and-services/banking-and-lending-services/cash-management/raymond-james-bank-enhanced-savings-program][P31991670]\n\nFor corporate and institutional clients, Raymond James provides mergers-and-acquisitions advice, equity and debt underwriting, institutional securities sales and trading, equity research, and affordable-housing tax-credit investment services. Its Private Client Group, which houses much of its wealth-management offering, generated approximately 72% of consolidated net revenue in fiscal 2025. [P46660193][P103715303][T7986114]\n[P13178529][P112183419][P31991670][P46660193][P103715303][T7986114][https://www.raymondjames.com/wealth-management/advice-products-and-services/investment-solutions/asset-management-services][https://www.raymondjames.com/-/media/rj/common/advisor-site-pdfs/ams_freedom_brochure.pdf][https://www.raymondjames.com/wealth-management/advice-products-and-services/estate-charitable-giving-and-trust-services/raymond-james-trust/solutions-and-services][https://www.raymondjames.com/wealth-management/advice-products-and-services/banking-and-lending-services/cash-management/cash-sweeps/raymond-james-bank-deposit-program][https://www.raymondjames.com/wealth-management/advice-products-and-services/banking-and-lending-services/cash-management/raymond-james-bank-enhanced-savings-program]", "updatedAt": "2026-09-28T11:33:39.896256Z" }, { "type": "GEOGRAPHY", "text": "Raymond James Financial operates predominantly in the United States, with a smaller presence in Canada, the United Kingdom and other parts of Europe. In fiscal 2025, it reported net revenues of $12.87 billion from the U.S. (91.5% of the total), $645 million from Canada (4.6%) and $549 million from Europe (3.9%). [P1149663][T10802810]\n\nThe company’s principal executive office is in St. Petersburg, Florida. Its principal leased locations outside the U.S. include offices in Toronto and Vancouver, Canada, and London, UK; it also has other offices and branches in Canada, the UK and Germany. [P99789100][P17119949][P31664185]\n[P1149663][T10802810][T10802810][T10802810][T10802810][P99789100][P17119949][P31664185]", "updatedAt": "2026-09-28T11:33:39.896256Z" }, { "type": "SEGMENTS", "text": "Raymond James Financial reports five business segments. Private Client Group provides financial planning, investment advisory and securities transaction services, primarily to individual clients. Capital Markets encompasses investment banking, institutional sales and trading, equity research, and tax-credit fund syndication. Asset Management provides portfolio management and related administrative services to retail and institutional clients. Bank offers lending, deposit and liquidity-management services. Other includes certain corporate investments and costs not allocated to the operating segments. [P48000649][P32735733][P46660193][P112183419][P54997856][P28087191]\n\nIn fiscal 2025, Private Client Group accounted for approximately 72% of consolidated net revenues; Capital Markets and Bank each accounted for about 13%, and Asset Management for about 8%. These shares sum to more than 100% because the reported Other column includes intersegment eliminations; together, Other and eliminations reduced consolidated net revenues by approximately 6%. A standalone revenue contribution for Other is not separately shown in that breakdown. [https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm]\n[P48000649][P32735733][P46660193][P112183419][P54997856][P28087191][https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm]", "updatedAt": "2026-09-28T11:33:39.896256Z" }, { "type": "HISTORY", "text": "Raymond James traces its origins to Robert “Bob” James’s investment firm, founded in St. Petersburg, Florida, in 1962. A 1964 merger with Raymond and Associates formed Raymond James & Associates. James’s son Tom became CEO in 1970 and led the firm for four decades. Raymond James became a public company in 1983 and was listed on the New York Stock Exchange in 1985. [https://www.raymondjames.com/heggieinvestmentpartners/our-team/our-history][https://www.raymondjames.com/about-us/by-the-numbers][https://www.raymondjames.com/-/media/rj/dotcom/files/our-company/investor-relations/financial-reports/annualreport2022.pdf]\n\nPaul Reilly succeeded Tom James as CEO in 2010. The firm expanded through its 2012 acquisition of Morgan Keegan, its 2016 purchase of Deutsche Bank Wealth Management’s U.S. Private Client Services business, and its 2022 acquisitions of U.K. wealth manager Charles Stanley and TriState Capital Holdings. Paul Shoukry succeeded Reilly as CEO in 2025. [https://www.sec.gov/Archives/edgar/data/720005/000072000510000015/k8021810.htm][https://www.raymondjames.com/news-and-media/press-releases/2012/04/02/raymond-james-financial-completes-acquisition-of-morgan-keegan][https://www.sec.gov/Archives/edgar/data/720005/000072000516000148/exhibit991_rjf2016xpressre.htm][https://www.raymondjames.com/news-and-media/press-releases/2022/01/21/raymond-james-completes-acquisition-of-charles-stanley][https://www.raymondjames.com/news-and-media/press-releases/2022/06/01/raymond-james-financial-completes-acquisition-of-tristate-capital-holdings][https://www.raymondjames.com/news-and-media/press-releases/2024/12/04/raymond-james-financial-announces-ceo-transition]\n[https://www.raymondjames.com/heggieinvestmentpartners/our-team/our-history][https://www.raymondjames.com/about-us/by-the-numbers][https://www.raymondjames.com/-/media/rj/dotcom/files/our-company/investor-relations/financial-reports/annualreport2022.pdf][https://www.sec.gov/Archives/edgar/data/720005/000072000510000015/k8021810.htm][https://www.raymondjames.com/news-and-media/press-releases/2012/04/02/raymond-james-financial-completes-acquisition-of-morgan-keegan][https://www.sec.gov/Archives/edgar/data/720005/000072000516000148/exhibit991_rjf2016xpressre.htm][https://www.raymondjames.com/news-and-media/press-releases/2022/01/21/raymond-james-completes-acquisition-of-charles-stanley][https://www.raymondjames.com/news-and-media/press-releases/2022/06/01/raymond-james-financial-completes-acquisition-of-tristate-capital-holdings][https://www.raymondjames.com/news-and-media/press-releases/2024/12/04/raymond-james-financial-announces-ceo-transition]", 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