Diversified financial services company providing investment banking, wealth management, and capital markets services globally.
Raymond James Financial, Inc. is a diversified financial services firm that offers a comprehensive range of services to individuals, corporations, and municipalities across the United States, Canada, and Europe. Established in 1962 and headquartered in St. Petersburg, Florida, the company operates through several key segments. The Private Client Group segment provides a wide array of investment services, including portfolio management, insurance products, annuities, and mutual funds. It also offers support services to third-party partners, such as sales, marketing, distribution, and administrative functions, alongside margin loans and securities lending services.
In the Capital Markets segment, Raymond James Financial facilitates investment banking activities, encompassing equity and debt underwriting, as well as merger and acquisition advisory services. Additionally, it provides brokerage services for fixed income and equity investments. The Asset Management segment caters to both retail and institutional clients, delivering portfolio management services and administrative support, including record-keeping and reporting.
Raymond James Financial's diversified offerings extend further through its Raymond James Bank segment, which provides a spectrum of banking services, including insured deposit accounts, commercial and residential loans, and liquidity management products. The firm also engages in private equity investments through its Other segment, reinforcing its commitment to delivering comprehensive financial solutions tailored to the evolving needs of its diverse client base. With a robust presence and a legacy of financial expertise, Raymond James Financial continues to uphold its reputation for client-focused service and innovative financial solutions.