Raymond James is a multinational investment bank and financial services firm providing wealth management, financial planning, investment, banking, capital markets and asset management services.
Raymond James Wealth Management is part of Raymond James, a multinational independent investment bank and financial services company founded in 1962 and headquartered in St. Petersburg, Florida. The firm provides wealth management, financial planning, investment services and banking solutions to individuals, corporations and municipalities. It is one of the largest independent financial services firms in the United States, with client assets under management of approximately $1.92 trillion, and it conducts international operations across the globe.
The company is structured as a diversified holding company with a network of subsidiary companies. Its activities span several financial services verticals, among them wealth management, financial planning, investment banking, banking, capital markets and asset management. Business lines include Wealth Management, described as extensive capabilities tailored to the unique needs of each client; Financial Planning, serving individuals, corporations and municipalities; Investment Services, offered through the firm's retail operations; Banking Solutions; a Capital Markets division serving institutional clients and corporate entities across the globe; and an Asset Management division serving institutional clients and corporate entities.
Raymond James states that it was founded on a foundation of integrity and client-centric service and that it has been committed to helping clients achieve their financial goals since 1962. The firm places personal connection at the centre of its approach and describes itself as combining financial strategies with personalised attention of the kind associated with smaller boutique firms. It grew from humble beginnings in a small downtown apartment.
