Raymond James Financial (NYSE: RJF) — Company Overview, News & Financial Data
Raymond James Financial offers diversified financial services, focusing on wealth management and capital markets across the globe.

Raymond James Financial
Raymond James Financial is an American diversified financial services firm that provides wealth management, investment banking, asset management, and banking services to individuals, corporations, and municipalities. Founded in 1962 and headquartered in St. Petersburg, Florida, the company operates primarily through its Private Client Group, Capital Markets, Asset Management, and banking segments. It serves clients across North America and select European markets through a network of employee financial advisors, independent contractor advisors, and institutional specialists.
Snapshot
Operations
Products and/or services of Raymond James Financial
- Private Client Group: Wealth management, financial planning, and retail brokerage services provided to individual investors across North America and Europe through a network of employee advisors, independent contractors, and registered investment advisor partners.
- Capital Markets: Investment banking advisory for mergers and acquisitions, equity capital markets underwriting, debt issuance, private capital advisory, and institutional equity sales, trading, and research for corporate clients and institutional investors.
- Asset Management: Portfolio management, turnkey fee-based asset management programs, mutual funds, unit investment trusts, and institutional investment strategies delivered through affiliated asset managers and third-party investment strategies for retail and institutional clients.
- Banking and Lending: Securities-based lending, commercial loans, corporate real estate debt, residential mortgage lending, insured cash sweep programs, and high-yield deposit accounts offered through the firm's FDIC-insured banking subsidiary.
- Trust and Estate Services: Personal trust administration, corporate trustee solutions, estate settlement services, and philanthropic advisory including donor-advised funds offered through corporate trust entities to support wealth preservation and succession planning.
- Public Finance and Fixed Income: Municipal bond underwriting, financial advisory, debt structuring, and institutional fixed income trading provided to state and local governments, public utilities, K-12 school districts, higher education institutions, and healthcare systems.
Raymond James Financial executive team
- Mr. Paul Christopher Reilly CPAExecutive Chair
- Mr. Paul Marone ShoukryCEO & Director
- Mr. Jonathan W. Oorlog Jr.Senior VP, CFO & Controller
- Mr. Scott Alan CurtisChief Operating Officer
- Mr. Tashtego Spring ElwynPresident of Private Client Group
- Mr. James E. BunnPresident of Capital Markets & Advisory
- Mr. Larry AdamChief Investment Officer
- Ms. Katherine H. LarsonChief Accounting Officer
- Mr. Vin CampagnoliEVP of Technology & Operations
- Andy ZolperChief information officer