Raymond James Investment Services, established in the UK in 2001, is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for our clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for more than six decades.
We are committed to helping people achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.
At Raymond James, we often talk about culture and how it’s the foundation of our success and what makes us different. Learn more about our values-based, people-focused culture.
Raymond James Financial, Inc. is a diversified financial services company founded in 1962 in St. Petersburg, Florida, USA, and a public company since 1983 (NYSE: RJF; market cap $28.5bn).
69% of the firm’s revenue is generated by the Private Client Group, which is engaged in wealth management activities.
We also have businesses focused on equity and fixed income capital markets, asset management and banking.
On 31 March 2025, Raymond James Financial announced 149 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to it’s strength and stability. Raymond James’ diversified business model and commitment to client service has allowed the firm to reach this achievement – over and over again – despite sometimes difficult market conditions.
Raymond James Investment Services is a wholly owned subsidiary of Raymond James Financial and part of its core Private Client Group. Raymond James has approximately 8800 wealth managers (as at 30 September 2024) located in the US, Canada, the UK and elsewhere overseas, with total client assets of approximately $1.54 trillion*.
Raymond James is a Fortune 500 company, included in the S&P 500, and has A-level ratings with all three major agencies of Fitch Ratings, Moody’s, and S&P.
Who is Raymond James?
Our name came from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964 Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed. In 1983, Raymond James Financial, our group parent company, emerged onto the public stage when it sold $14m in shares over-the-counter. On 11 April, 1986, Raymond James listed on the NYSE under the ticker symbol RJF, marking its first day of trading on the Big Board.
>>Learn more about our parent company
All stats as at 31 March 2025 unless specified differently.
In 2024, Raymond James continued to put people first.
Raymond James Financial’s latest Annual Report includes insights from across the firm, financial information and more.
Bear market of 1974The severe bear market of 1974 threatened the existence of Raymond James, which was bleeding capital by the day. Tom James, his father and other leaders took extreme measures to keep the firm afloat, slashing costs, forgoing pay checks and even attempting to sell the firm for just enough capital to protect client assets and retain as many associates as possible. The story could have ended very differently if not for a sharp upturn and continued rebound in the stock markets late in the year. |
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Black MondayOn 19 October 1987, the stock markets experienced a dramatic plunge that prompted many firms to shut down their trading desks and turn off their phones to minimize internal losses. Raymond James refused to do the same. Our desks stayed open to help meet clients’ needs, resulting in our first and only unprofitable quarter since the firm went public in 1983. |
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Who was Raymond James?The Raymond in our name is actually from Edward Raymond, owner of a 15-employee mutual fund sales group, Raymond and Associates, along Florida’s west coast. He sold his company to Bob James on 15 July 1964, on condition that the surviving firm be called Raymond, James & Associates. Three days after the sale, Ed Raymond was involved in a near-fatal automobile accident and never joined the firm. Nonetheless, even after Raymond had passed away, Bob James insisted that his name remain on the door – ahead of James’ own. That was a promise he made to Ed Raymond three days before the accident, and Bob James was a man who kept his promises. |
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Taking Raymond James PublicWhen consideration was being given to taking Raymond James public, Tom James penned a letter to shareholders (largely employees at the time). ” … the public offering should be considered as a statement of our independence. While this is a psychological rather than an economic rationale, it is nonetheless very important. We have asserted for some time that we are not interested in becoming a small part of a very large corporation. That assertion results mainly from the inclinations of management rather than the economic benefits associated with either alternative. The public stock offering affords us the opportunity to enjoy a little bit of the best of both worlds. While shareholders will be given liquidity at fair market value, we will still have the ability to control our own destiny.” After 40+ years of Tom’s leadership, upon becoming CEO, Paul Reilly was often questioned about whether the company might ultimately surrender its cherished independence and be acquired by some larger entity. His response: “Not while I’m around.” It’s a theme that continues today. |
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