Our Broker Dealer - Raymond James
We have chosen to offer securities through Raymond James Financial Services (RJFS) as our broker-dealer. RJFS is headquartered in St. Petersburg, FL and manages approximately $500 billion in client assets. They have a rich history dating back to their inception in 1962 and have been recognized nationally for community support and corporate philanthropy. The company trades on the New York Stock Exchange under ticker symbol RJF.
2016: Raymond James was first included in the Fortune 500
2012: Raymond James and Morgan Keegan merge to form one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street.
2012: Raymond James celebrates 50 years of client-first service – a milestone reached through our commitment to independence, conservatism and doing what’s right. In the years to come, we will continue to use these guiding principles in every decision we consider and every action we undertake.
2011: Raymond James posts record revenue and net income.
2011: In March, Fortune magazine ranks Raymond James the fourth most admired securities firm in the world.
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
2008: J.D. Power and Associates rank Raymond James highest in investor satisfaction with full-service brokerage firms and highest in employee advisor satisfaction in a tie among financial investment firms.
2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.
2007: Forbes magazine includes Raymond James among the “400 Best Big Companies in America” for the sixth time.
2006: Forbes magazine ranks Raymond James 1,954 among the world’s largest companies.1964: Raymond and Associates merges with Robert A. James Investments, forming Raymond James & Associates.
2005: Raymond James is named to the Fortune 1000 “Most Admired Companies” list.
2005: Total assets within Raymond James Bank surpass $1 billion.
1991: Raymond James appears in the Forbes “200 Best Small Companies” for the fourth time in five years.
1986: Raymond James is listed on the New York Stock Exchange, symbol RJF.
1980: Raymond James Financial’s net income exceeds $1 million for first time.
1962: Raymond James’ pragmatic, conservative approach begins when Robert James put the word Investments after his name.