A firm founded more than 50 years ago with the then-unique
idea of putting clients’ financial needs first and foremost.

Some things never change.

Recent Accolades

In 2017, Raymond James was named to the FORTUNE 500 list for the second year in a row. Continuing its tradition of giving back, Raymond James and its associates donated $49 million to charitable organizations in 2017, including $6+ million to the United Way and its partner agencies. 

Raymond James was the first in the nation to publish its Client Bill or Rights, setting the standard for the industry. 

About Raymond James

Raymond James serves as the primary custodian of Petrovic Financial Services (PFS) clients’ accounts. 

Raymond James has always been a different kind of financial services firm. Raymond James, like PFS embraces long-term planning, values methodical decision-making and always remains focused on what matters most: You, the client. 

In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term financial 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, as Raymond James celebrates more than 50 years of integrity, independence and innovation, Bob's different kind of firm is one of the leading custodians in the United States. Headquartered in St. Petersburg, Florida, Raymond James has also grown into one of the largest independent financial services firms in the United States.

A Brief History

1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James. 

1983: Raymond James is listed on the New York Stock Exchange, symbol RJF. 

2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn. 

2012: 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. 

2014: Raymond James reaches its 105th consecutive quarter of profitability.1 

From humble beginnings, Raymond James 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.

Learn more about Raymond James

121 Consecutive Quarters*

Despite the financial turmoil of the past few years, Raymond James has delivered 121 consecutive quarters of profitability. It credits much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing. 

Raymond James by the Numbers*

  • Approximately 7,600 financial advisors 
  • Over 3,000 locations (United States, Canada and abroad) 
  • More than 2x required total capital ratio 
  • Over 3,000 locations throughout the United States, Canada and overseas 
  • Approximately $730 billion in total client assets 
  • BBB+. Stable outlook credit rating (S&P) 


*As of August, 2018 
1 Past performance is not indicative of future results. Investing involves risk, and investors may incur a profit or a loss.