About Raymond James

Our “about us” is really about you.

Raymond James has always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: You.

Ellis and Company Retirement Strategists celebrated our 21st year with Raymond James in October of 2019.

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.

Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

No matter the business, we believe if we do what ‘s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last, and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Raymond James | By the Numbers

  • Founded in 1962; public since 1983
  • Approximately $1.02 trillion in client assets
  • RJF shareholders’ equity of $7.4 billion

  • More than two times required regulatory capital
  • 132 quarters of consecutive profitability*
  • Approximately 8,200 financial advisors

  • Equity research coverage of nearly 1,100 companies

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.
*As of 12/31/2020
*Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.