Raymond James Financial

Raymond James Financial

About Raymond James Financial

Simplify's Rating
Why Raymond James Financial is rated
A-
Rated A on Competitive Edge
Rated A on Growth Potential
Rated B on Rating Differentiation

Industries

Company Size

N/A

Company Stage

IPO

Total Funding

N/A

Headquarters

Saint Petersburg, Florida

Founded

1962

Overview

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Simplify's Take

What believers are saying

  • Raymond James benefits from the trend of breakaway brokers joining independent firms.
  • The firm's focus on personalized financial advice aligns with increasing client demand.
  • Raymond James' involvement in sustainable projects aligns with ESG investment trends.

What critics are saying

  • CEO transition in February 2025 may lead to strategic instability.
  • Departure of advisors like Gerald McCready suggests potential retention issues.
  • Involvement in large public offerings exposes Raymond James to market volatility.

What makes Raymond James Financial unique

  • Raymond James attracts breakaway brokers, enhancing its advisory channel.
  • The firm invests in low-income housing projects, showcasing community commitment.
  • Raymond James expands European investment banking with strategic hires like ChanChan Wang.

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Benefits

Hybrid Work Options

Professional Development Budget

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