Company Description
Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe.
The Private Client Group segment offers investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party product partners, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; securities borrowing and lending services; diversification strategies and alternative investment products; and custodial, trade execution, research, and other support and services.
The Capital Markets segment provides investment banking services, such as equity and debt underwriting, and merger and acquisition advisory services; and fixed income and equity brokerage services.
This segment also offers institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature.
The Asset Management segment provides asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping.
The Bank segment offers various types of loans, including securities-based, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; insured deposit accounts; retail and corporate deposit; and liquidity management products and services.
The Other segment is involved in the private equity investments comprising invests in third-party funds.
Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida.
| Country | United States |
| Founded | 1962 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 18,000 |
| CEO | Paul Shoukry |
Contact Details
Address: 880 Carillon Parkway Saint Petersburg, Florida 33716 United States | |
| Phone | 727 567 1000 |
| Website | raymondjames.com |
Stock Details
| Ticker Symbol | RJF |
| Exchange | NYSE |
| Fiscal Year | October - September |
| Reporting Currency | USD |
| CIK Code | 0000720005 |
| CUSIP Number | 754730109 |
| ISIN Number | US7547301090 |
| Employer ID | 59-1517485 |
| SIC Code | 6211 |
Key Executives
| Name | Position |
|---|---|
| Paul Marone Shoukry | President and Chief Executive Officer |
| Scott Alan Curtis | Chief Operating Officer |
| James E. Bunn | President of the Capital Markets Segment |
| Tashtego Spring Elwyn | President of Private Client Group |
| Jonathan W. Oorlog Jr. | Senior Vice President, Chief Financial Officer and Controller |
| Larry Adam | Chief Investment Officer |
| Katherine H. Larson | Chief Accounting Officer |
| Bella Loykhter Allaire | Chief Administrative Officer |
| Kristina Waugh | Senior Vice President of Investor Relations and FP&A |
| Jonathan N. Santelli Esq., J.D. | Executive Vice President, General Counsel and Corporate Secretary |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 20, 2024 | 8-K | Current Report |
| Nov 12, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Oct 23, 2024 | 8-K | Current Report |
| Oct 22, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Sep 25, 2024 | 8-K | Current Report |
| Sep 4, 2024 | 8-K | Current Report |
| Aug 23, 2024 | 8-K | Current Report |
| Aug 21, 2024 | 8-K | Current Report |
| Aug 12, 2024 | 144 | Filing |
| Aug 6, 2024 | 10-Q | Quarterly Report |