In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term 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, after more than 50 years of integrity, independence and innovation, Bob’s different kind of firm is one of the leading independent financial services companies 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.
2013: Raymond James reaches its 100th consecutive quarter of profitability.
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.
By the Numbers*
- Over 6,600 financial advisors
- 2.7 million client accounts
- Over 2,700 locations throughout the United States, Canada and overseas
- Approximately $480 billion in total client assets
It’s been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 9/30/2015
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.