Raymond James
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Location
Headquarters: Atlanta, Georgia, United States, North America
Region: Georgia
Country: US
Continent: North America
About
Raymond James is a full‑service financial services firm offering wealth management, banking, and capital markets solutions to individuals, businesses, and advisory professionals. The company operates primarily in the United States with a focus on investment management, financial planning, and fiduciary services, as well as institutional and private client offerings. Its services span asset management, estate and trust planning, fixed income, and investment banking for corporations and institutions. Headquartered in the U.S., Raymond James emphasizes holistic wealth strategies and advice through its network of advisors and affiliated entities.
Raymond James Financial is a diversified financial services holding company providing wealth management, banking, and capital markets solutions. It serves individuals, families, corporations, and institutions through its network of financial advisors and affiliated entities. The firm offers comprehensive financial planning, asset management, and investment banking services.
Raymond James Financial, Inc.
1962
for_profit
active
Industries
Primary Industry: Finance
Categories
Funding & Financials
Public Company
$1.5B
over-1b
ipo
NYSE:RJF
nasdaq
Founders
Bob James
Leadership
John Iii — Vice Chairman of Investment Banking
Jeffrey Julien — Executive Vice President, Finance Chief Financial Officer and Treasurer
Matt Gunter — Financial Advisor
James Bunn — President of Global Equities and Investment Banking
Joachim Beickler — Vice Chairman, Investment Banking Europe
Glenn Shell — Equity Research Associate
James Bunn — Head of Investment Banking
Roderick McGeary — board_member
Francis Godbold — board_member
Charles Arentschildt — board_member
Jeffrey Edwards — board_member
Technology Stack
Products
Wealth Management: Comprehensive financial planning and investment management tailored to individual and institutional clients to help manage and grow their wealth.
Investment Banking Services for Telecommunications and Communications Sectors: Advisory and capital raising services focused on companies in the telecommunications and communications industries.
Retirement Planning: Strategies and planning services to help clients prepare financially for retirement and manage income during retirement.
Financial Planning: Personalized financial plans that address clients' goals, risk tolerance, and time horizons to guide investment and wealth decisions.
Estate, Charitable Giving & Trust Planning: Services to help clients manage their estate, plan charitable contributions, and establish trusts to preserve and transfer wealth.
Risk Management: Assessment and implementation of strategies to protect clients' assets and financial goals from various risks.
Funding rounds
Post Ipo Debt · $1.5B · (2025-09-09)
IPO · (1983-07-01)
