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 financial planning, investment advisory, securities transaction, investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party mutual fund and annuity companies, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; securities borrowing and lending services; 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; 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, corporate, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; Federal Deposit Insurance Corporation-insured deposit accounts; retail and corporate deposit; and liquidity management products and services.
The Other segment engages in the private equity investments comprising investments in third-party funds.
The company offers corporate, retail banking and trust services. 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 | 19,500 |
| 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 |
| Stock Type | Common Stock |
| 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 | Chief Executive Officer and Director |
| Jonathan W. Oorlog Jr. | Senior Vice President, Chief Financial Officer and Controller |
| Scott Alan Curtis | Chief Operating Officer |
| Tashtego Spring Elwyn | President of Private Client Group |
| James E. Bunn | President of Capital Markets and Advisory |
| Katherine H. Larson | Chief Accounting Officer |
| Andy Zolper | Chief information 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 |
|---|---|---|
| May 27, 2026 | 8-K | Current Report |
| May 20, 2026 | 8-K | Current Report |
| May 19, 2026 | 8-K | Current Report |
| May 14, 2026 | S-8 | Securities to be offered to employees in employee benefit plans |
| May 14, 2026 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| May 6, 2026 | 10-Q | Quarterly Report |
| Apr 30, 2026 | SCHEDULE 13G | Filing |
| Apr 22, 2026 | 8-K | Current Report |
| Mar 27, 2026 | SCHEDULE 13G/A | Filing |
| Mar 25, 2026 | 8-K | Current Report |