In 1962, Raymond James was founded as a different kind of financial services firm. While other organizations were simply selling stocks or mutual funds, Raymond James focused on financial planning for the individual. This novel approach was one in which financial advisors based their investment decisions on a full understanding of each client's unique needs and goals, enabling informed choices to be made about investment alternatives that would help meet those specific personal objectives.
Today, Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,000 financial advisors serving 1.9 million accounts in 2,200 locations throughout the United States, Canada and overseas. Total client assets are approximately $170 billion. Approximately $28 billion are managed by the firm’s asset management subsidiaries.
