Raymond James Financial is an American diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.
History
Raymond James was founded in 1962 when St. Petersburg broker Robert James formed Robert A. James Investments. In 1964, it merged with Raymond & Associates, founded by Edward Raymond in 1963, to form Raymond James & Associates. Robert James' son, Tom James, joined his father's company in 1966 and assumed leadership of the firm in 1970. The firm initially planned to go public in 1969, but market conditions delayed its plan until 1983. Tom turned over the CEO's post to Paul Riley in 2010, but still serves as executive chairman.
In 2012, the firm purchased the Canadian assets of Allied Irish Bank. On April 2, 2012, Raymond James merged with Morgan Keegan & Company. The merger created one of the country’s largest full-service wealth management and investment banking firms not headquartered in New York.
Raymond James CEO discusses Q2 earnings, path to record client assets
Raymond James Financial (RJF) reported its second-quarter earnings revealing revenue of $3.12 billion, which was up 9% year-over-year, just $10 million shy of quarterly estimates. Inversely, the investment bank eked out gains of $2.31 per share (compared to expectations of $2.30). Despite missing out on top-line expectations, the company reported a new record in client assets valued at $1.45 trillion.
Raymond James CEO Paul Reilly joins Market Domination to give insight into his company's performance and the secrets behind his success. Reilly has named Raymond James CFO Paul Shoukry to be his successor as chief executive, taking over the position when Reilly plans to retire in October 2025.
Reilly names his two biggest accomplishments in his tenure as CEO:
"Our big increase in technology, ...
published: 26 Apr 2024
Is Raymond James a good company to invest with?
00:00 - Is Raymond James a good company to invest with?
00:40 - Is Raymond James better than Edward Jones?
01:17 - Who is the highest paid financial advisor?
01:55 - Does Raymond James charge fees?
02:28 - Is Edward Jones a good company?
Laura S. Harris (2021, February 22.) Is Raymond James a good company to invest with?
AskAbout.video/articles/Is-Raymond-James-a-good-company-to-invest-with-221172
----------
The most important part of our job is creating informational content. The topic of this video has been processed in the spirit of this mission. When judging the content, keep in mind that the scientific presentation of the topic requires a broad perspective which may bother some.
published: 01 Mar 2021
Partnering with the Raymond James Financial Institutions Division
For more than 30 years, Raymond James has offered exceptional support and robust resources to help financial institutions reach new heights. Bolstered by the strength and stability of a leading financial services firm, the Financial Institutions Division partners with depository institutions to provide sophisticated advice and solutions designed to meet a diverse range of objectives for investment programs. Learn more: https://www.raymondjames.com/corporations-and-institutions/additional-institutional-services/brokerage-services-for-financial-institutions
published: 11 Jun 2020
Greyhound
Spouses. Retired business executives. Greyhound rescuers. A Raymond James financial advisor plans for every side of their unique lives just as they will for yours. Learn more about tailored advice for every part of you at lifewellplanned.com.
published: 20 Feb 2024
Raymond James Technology Tour
Learn how Raymond James builds industry-leading technology to support advisors and their clients.
published: 11 Jul 2017
Three Reasons Why We Decided to Stay with Raymond James — Clip with Chip Munn, Signature Wealth
An informative clip from episode 024 of the Firm Transitions podcast.
Chip Munn, CEO, Signature Wealth Strategies, shares how his team's building their business and the three reasons they decided not to go RIA.
Chip explains why he chose to stay with Raymond James rather than go the RIA route after being pressured by recruiters and going through the thorough evaluation process.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #RIA #raymondjames
----
► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
----
Contact & connect with me:
Text: (908) 902 490...
published: 19 Oct 2023
Tisha's Take - Why Raymond James?
published: 25 Jul 2022
Raymond James Financial - RJF Stock - As a value investment and what to expect next
Raymond James Financial - RJF stock - as a value investment. In this video I break down the latest on RJF stock given the most recent financial data. I look at RJF stock as a value investment. If you are considering RJF stock to buy, I break down all you need to know regarding RJF stock. Value investing principles involve investing in companies that see continued growth. If a company's revenue continue to move higher while earnings increase continuously, and these values outpace the broader stock market, then value investing in that particular company could be a solid opportunity. RJF stock sees continuously increasing revenue and earnings. If RJF stock continues like this, the end result is a strong value investment.
bit.ly/ViewMySubstack
published: 15 May 2024
Canada's New Capital Gains Tax Update in 2024
Join us on Sartorial Wealth as we explore Canada's New Capital Gains Tax Update. These revisions are stirring debates across finance, healthcare, real estate, and entrepreneurship. We'll cover why these changes matter, their potential impacts, and what they mean for different groups.
Canada is considering raising the capital gains tax inclusion rate to 67% on gains over $250,000. This move aims to boost government revenue and address income inequality but has sparked concerns about its impact on economic growth and investment.
For high-net-worth individuals, small businesses, healthcare providers, and real estate owners, these changes could reshape investment strategies, retirement planning, and market dynamics. Understanding these implications is crucial for navigating the evolving econ...
Raymond James Financial (RJF) reported its second-quarter earnings revealing revenue of $3.12 billion, which was up 9% year-over-year, just $10 million shy of q...
Raymond James Financial (RJF) reported its second-quarter earnings revealing revenue of $3.12 billion, which was up 9% year-over-year, just $10 million shy of quarterly estimates. Inversely, the investment bank eked out gains of $2.31 per share (compared to expectations of $2.30). Despite missing out on top-line expectations, the company reported a new record in client assets valued at $1.45 trillion.
Raymond James CEO Paul Reilly joins Market Domination to give insight into his company's performance and the secrets behind his success. Reilly has named Raymond James CFO Paul Shoukry to be his successor as chief executive, taking over the position when Reilly plans to retire in October 2025.
Reilly names his two biggest accomplishments in his tenure as CEO:
"Our big increase in technology, which has paid off, really making the best platforms for wealth advisors anywhere. The second, I haven't messed up the culture yet. We've had 63 years of this tremendous culture, really started by Bob James and institutionalized by Tom James. And through my whole stay, culture has been number one. It's a very family feel firm even for a big firm. Everybody is on a first-name basis. Adviseos aren't afraid to reach out directly to me or anyone else here. And that was also critical as we picked my successor."
#youtube #youtube #stock
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
Raymond James Financial (RJF) reported its second-quarter earnings revealing revenue of $3.12 billion, which was up 9% year-over-year, just $10 million shy of quarterly estimates. Inversely, the investment bank eked out gains of $2.31 per share (compared to expectations of $2.30). Despite missing out on top-line expectations, the company reported a new record in client assets valued at $1.45 trillion.
Raymond James CEO Paul Reilly joins Market Domination to give insight into his company's performance and the secrets behind his success. Reilly has named Raymond James CFO Paul Shoukry to be his successor as chief executive, taking over the position when Reilly plans to retire in October 2025.
Reilly names his two biggest accomplishments in his tenure as CEO:
"Our big increase in technology, which has paid off, really making the best platforms for wealth advisors anywhere. The second, I haven't messed up the culture yet. We've had 63 years of this tremendous culture, really started by Bob James and institutionalized by Tom James. And through my whole stay, culture has been number one. It's a very family feel firm even for a big firm. Everybody is on a first-name basis. Adviseos aren't afraid to reach out directly to me or anyone else here. And that was also critical as we picked my successor."
#youtube #youtube #stock
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
00:00 - Is Raymond James a good company to invest with?
00:40 - Is Raymond James better than Edward Jones?
01:17 - Who is the highest paid financial advisor?
01...
00:00 - Is Raymond James a good company to invest with?
00:40 - Is Raymond James better than Edward Jones?
01:17 - Who is the highest paid financial advisor?
01:55 - Does Raymond James charge fees?
02:28 - Is Edward Jones a good company?
Laura S. Harris (2021, February 22.) Is Raymond James a good company to invest with?
AskAbout.video/articles/Is-Raymond-James-a-good-company-to-invest-with-221172
----------
The most important part of our job is creating informational content. The topic of this video has been processed in the spirit of this mission. When judging the content, keep in mind that the scientific presentation of the topic requires a broad perspective which may bother some.
00:00 - Is Raymond James a good company to invest with?
00:40 - Is Raymond James better than Edward Jones?
01:17 - Who is the highest paid financial advisor?
01:55 - Does Raymond James charge fees?
02:28 - Is Edward Jones a good company?
Laura S. Harris (2021, February 22.) Is Raymond James a good company to invest with?
AskAbout.video/articles/Is-Raymond-James-a-good-company-to-invest-with-221172
----------
The most important part of our job is creating informational content. The topic of this video has been processed in the spirit of this mission. When judging the content, keep in mind that the scientific presentation of the topic requires a broad perspective which may bother some.
For more than 30 years, Raymond James has offered exceptional support and robust resources to help financial institutions reach new heights. Bolstered by the st...
For more than 30 years, Raymond James has offered exceptional support and robust resources to help financial institutions reach new heights. Bolstered by the strength and stability of a leading financial services firm, the Financial Institutions Division partners with depository institutions to provide sophisticated advice and solutions designed to meet a diverse range of objectives for investment programs. Learn more: https://www.raymondjames.com/corporations-and-institutions/additional-institutional-services/brokerage-services-for-financial-institutions
For more than 30 years, Raymond James has offered exceptional support and robust resources to help financial institutions reach new heights. Bolstered by the strength and stability of a leading financial services firm, the Financial Institutions Division partners with depository institutions to provide sophisticated advice and solutions designed to meet a diverse range of objectives for investment programs. Learn more: https://www.raymondjames.com/corporations-and-institutions/additional-institutional-services/brokerage-services-for-financial-institutions
Spouses. Retired business executives. Greyhound rescuers. A Raymond James financial advisor plans for every side of their unique lives just as they will for you...
Spouses. Retired business executives. Greyhound rescuers. A Raymond James financial advisor plans for every side of their unique lives just as they will for yours. Learn more about tailored advice for every part of you at lifewellplanned.com.
Spouses. Retired business executives. Greyhound rescuers. A Raymond James financial advisor plans for every side of their unique lives just as they will for yours. Learn more about tailored advice for every part of you at lifewellplanned.com.
An informative clip from episode 024 of the Firm Transitions podcast.
Chip Munn, CEO, Signature Wealth Strategies, shares how his team's building their busines...
An informative clip from episode 024 of the Firm Transitions podcast.
Chip Munn, CEO, Signature Wealth Strategies, shares how his team's building their business and the three reasons they decided not to go RIA.
Chip explains why he chose to stay with Raymond James rather than go the RIA route after being pressured by recruiters and going through the thorough evaluation process.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #RIA #raymondjames
----
► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
----
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Website: https://www.coreywalen.com
Thanks for watching!
Corey Walen
Bridgemark Strategies
An informative clip from episode 024 of the Firm Transitions podcast.
Chip Munn, CEO, Signature Wealth Strategies, shares how his team's building their business and the three reasons they decided not to go RIA.
Chip explains why he chose to stay with Raymond James rather than go the RIA route after being pressured by recruiters and going through the thorough evaluation process.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #RIA #raymondjames
----
► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
----
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Website: https://www.coreywalen.com
Thanks for watching!
Corey Walen
Bridgemark Strategies
Raymond James Financial - RJF stock - as a value investment. In this video I break down the latest on RJF stock given the most recent financial data. I look a...
Raymond James Financial - RJF stock - as a value investment. In this video I break down the latest on RJF stock given the most recent financial data. I look at RJF stock as a value investment. If you are considering RJF stock to buy, I break down all you need to know regarding RJF stock. Value investing principles involve investing in companies that see continued growth. If a company's revenue continue to move higher while earnings increase continuously, and these values outpace the broader stock market, then value investing in that particular company could be a solid opportunity. RJF stock sees continuously increasing revenue and earnings. If RJF stock continues like this, the end result is a strong value investment.
bit.ly/ViewMySubstack
Raymond James Financial - RJF stock - as a value investment. In this video I break down the latest on RJF stock given the most recent financial data. I look at RJF stock as a value investment. If you are considering RJF stock to buy, I break down all you need to know regarding RJF stock. Value investing principles involve investing in companies that see continued growth. If a company's revenue continue to move higher while earnings increase continuously, and these values outpace the broader stock market, then value investing in that particular company could be a solid opportunity. RJF stock sees continuously increasing revenue and earnings. If RJF stock continues like this, the end result is a strong value investment.
bit.ly/ViewMySubstack
Join us on Sartorial Wealth as we explore Canada's New Capital Gains Tax Update. These revisions are stirring debates across finance, healthcare, real estate, a...
Join us on Sartorial Wealth as we explore Canada's New Capital Gains Tax Update. These revisions are stirring debates across finance, healthcare, real estate, and entrepreneurship. We'll cover why these changes matter, their potential impacts, and what they mean for different groups.
Canada is considering raising the capital gains tax inclusion rate to 67% on gains over $250,000. This move aims to boost government revenue and address income inequality but has sparked concerns about its impact on economic growth and investment.
For high-net-worth individuals, small businesses, healthcare providers, and real estate owners, these changes could reshape investment strategies, retirement planning, and market dynamics. Understanding these implications is crucial for navigating the evolving economic landscape effectively.
Stay tuned for insights on how stakeholders can adapt to these proposed changes and make informed decisions in Canada's shifting tax environment.
Website: www.sartorialwealth.com
Facebook: facebook.com/sartorialwealth
Twitter: https://twitter.com/?lang=en-ca
LinkedIn: https://www.linkedin.com/in/shirazahmed-financialadvisor/
Instagram: https://www.instagram.com/sartorialwealth/
00:00 Introduction
00:28 Capital Gains Tax Change
00:57 Importance
01:32 1. High-Net-Worth Individuals and Investors
02:49 2. Small Businesses and Startups
04:18 3. Healthcare Providers and Professionals
05:34 4. Real Estate Owners and Investors
06:57 Conclusion
Join us on Sartorial Wealth as we explore Canada's New Capital Gains Tax Update. These revisions are stirring debates across finance, healthcare, real estate, and entrepreneurship. We'll cover why these changes matter, their potential impacts, and what they mean for different groups.
Canada is considering raising the capital gains tax inclusion rate to 67% on gains over $250,000. This move aims to boost government revenue and address income inequality but has sparked concerns about its impact on economic growth and investment.
For high-net-worth individuals, small businesses, healthcare providers, and real estate owners, these changes could reshape investment strategies, retirement planning, and market dynamics. Understanding these implications is crucial for navigating the evolving economic landscape effectively.
Stay tuned for insights on how stakeholders can adapt to these proposed changes and make informed decisions in Canada's shifting tax environment.
Website: www.sartorialwealth.com
Facebook: facebook.com/sartorialwealth
Twitter: https://twitter.com/?lang=en-ca
LinkedIn: https://www.linkedin.com/in/shirazahmed-financialadvisor/
Instagram: https://www.instagram.com/sartorialwealth/
00:00 Introduction
00:28 Capital Gains Tax Change
00:57 Importance
01:32 1. High-Net-Worth Individuals and Investors
02:49 2. Small Businesses and Startups
04:18 3. Healthcare Providers and Professionals
05:34 4. Real Estate Owners and Investors
06:57 Conclusion
Raymond James Financial (RJF) reported its second-quarter earnings revealing revenue of $3.12 billion, which was up 9% year-over-year, just $10 million shy of quarterly estimates. Inversely, the investment bank eked out gains of $2.31 per share (compared to expectations of $2.30). Despite missing out on top-line expectations, the company reported a new record in client assets valued at $1.45 trillion.
Raymond James CEO Paul Reilly joins Market Domination to give insight into his company's performance and the secrets behind his success. Reilly has named Raymond James CFO Paul Shoukry to be his successor as chief executive, taking over the position when Reilly plans to retire in October 2025.
Reilly names his two biggest accomplishments in his tenure as CEO:
"Our big increase in technology, which has paid off, really making the best platforms for wealth advisors anywhere. The second, I haven't messed up the culture yet. We've had 63 years of this tremendous culture, really started by Bob James and institutionalized by Tom James. And through my whole stay, culture has been number one. It's a very family feel firm even for a big firm. Everybody is on a first-name basis. Adviseos aren't afraid to reach out directly to me or anyone else here. And that was also critical as we picked my successor."
#youtube #youtube #stock
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
00:00 - Is Raymond James a good company to invest with?
00:40 - Is Raymond James better than Edward Jones?
01:17 - Who is the highest paid financial advisor?
01:55 - Does Raymond James charge fees?
02:28 - Is Edward Jones a good company?
Laura S. Harris (2021, February 22.) Is Raymond James a good company to invest with?
AskAbout.video/articles/Is-Raymond-James-a-good-company-to-invest-with-221172
----------
The most important part of our job is creating informational content. The topic of this video has been processed in the spirit of this mission. When judging the content, keep in mind that the scientific presentation of the topic requires a broad perspective which may bother some.
For more than 30 years, Raymond James has offered exceptional support and robust resources to help financial institutions reach new heights. Bolstered by the strength and stability of a leading financial services firm, the Financial Institutions Division partners with depository institutions to provide sophisticated advice and solutions designed to meet a diverse range of objectives for investment programs. Learn more: https://www.raymondjames.com/corporations-and-institutions/additional-institutional-services/brokerage-services-for-financial-institutions
Spouses. Retired business executives. Greyhound rescuers. A Raymond James financial advisor plans for every side of their unique lives just as they will for yours. Learn more about tailored advice for every part of you at lifewellplanned.com.
An informative clip from episode 024 of the Firm Transitions podcast.
Chip Munn, CEO, Signature Wealth Strategies, shares how his team's building their business and the three reasons they decided not to go RIA.
Chip explains why he chose to stay with Raymond James rather than go the RIA route after being pressured by recruiters and going through the thorough evaluation process.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #RIA #raymondjames
----
► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
----
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Website: https://www.coreywalen.com
Thanks for watching!
Corey Walen
Bridgemark Strategies
Raymond James Financial - RJF stock - as a value investment. In this video I break down the latest on RJF stock given the most recent financial data. I look at RJF stock as a value investment. If you are considering RJF stock to buy, I break down all you need to know regarding RJF stock. Value investing principles involve investing in companies that see continued growth. If a company's revenue continue to move higher while earnings increase continuously, and these values outpace the broader stock market, then value investing in that particular company could be a solid opportunity. RJF stock sees continuously increasing revenue and earnings. If RJF stock continues like this, the end result is a strong value investment.
bit.ly/ViewMySubstack
Join us on Sartorial Wealth as we explore Canada's New Capital Gains Tax Update. These revisions are stirring debates across finance, healthcare, real estate, and entrepreneurship. We'll cover why these changes matter, their potential impacts, and what they mean for different groups.
Canada is considering raising the capital gains tax inclusion rate to 67% on gains over $250,000. This move aims to boost government revenue and address income inequality but has sparked concerns about its impact on economic growth and investment.
For high-net-worth individuals, small businesses, healthcare providers, and real estate owners, these changes could reshape investment strategies, retirement planning, and market dynamics. Understanding these implications is crucial for navigating the evolving economic landscape effectively.
Stay tuned for insights on how stakeholders can adapt to these proposed changes and make informed decisions in Canada's shifting tax environment.
Website: www.sartorialwealth.com
Facebook: facebook.com/sartorialwealth
Twitter: https://twitter.com/?lang=en-ca
LinkedIn: https://www.linkedin.com/in/shirazahmed-financialadvisor/
Instagram: https://www.instagram.com/sartorialwealth/
00:00 Introduction
00:28 Capital Gains Tax Change
00:57 Importance
01:32 1. High-Net-Worth Individuals and Investors
02:49 2. Small Businesses and Startups
04:18 3. Healthcare Providers and Professionals
05:34 4. Real Estate Owners and Investors
06:57 Conclusion
Raymond James Financial is an American diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.
History
Raymond James was founded in 1962 when St. Petersburg broker Robert James formed Robert A. James Investments. In 1964, it merged with Raymond & Associates, founded by Edward Raymond in 1963, to form Raymond James & Associates. Robert James' son, Tom James, joined his father's company in 1966 and assumed leadership of the firm in 1970. The firm initially planned to go public in 1969, but market conditions delayed its plan until 1983. Tom turned over the CEO's post to Paul Riley in 2010, but still serves as executive chairman.
In 2012, the firm purchased the Canadian assets of Allied Irish Bank. On April 2, 2012, Raymond James merged with Morgan Keegan & Company. The merger created one of the country’s largest full-service wealth management and investment banking firms not headquartered in New York.