Raymond James Financial, Inc.

Raymond James Financial, Inc.

Raymond James Financial, Inc.

Date Founded



880 Carillon Parkway, ST PETERSBURG, FL 33716 USA

Type of Company


Employees (Worldwide)



Investment Banking & Brokerage
Investment Services & Portfolio Management

Company Description

More than a quarter of a century ago, Raymond James Financial Services, Inc. was founded with the mission to help our clients achieve their financial goals and dreams. We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a conservative, long-term approach to asset allocation and a selection of superior financial products and services. It is this commitment to excellence that has made Raymond James Financial Services one of the nation’s premier investment management firms

Contact Data
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Executives & Employees

Chairman of the Board & Chief Executive Officer

Managing Partner, Glen D. Smith & Associates

Chief Financial Officer & Treasurer

Chief Operations Officer & Executive Vice President

Chief Operating Officer

Executive Vice President, General Counsel & Secretary

Chief Risk Officer

Chief Human Resources Officer

President & Chief Executive Officer, Raymond James & Associates Private Client Group

Board of Directors

Chairman of the Board & Chief Executive Officer at Raymond James Financial, Inc.

Former Director & Vice Chairman, Executive Vice President of Raymond James & Associates, Inc at Raymond James Financial, Inc.

Executive Vice President & Chief Risk Officer at MetLife, Inc.

Former Executive Vice President, President & Chief Executive Officer of Southern Company Services at The Southern Company

Former Chief Financial Officer & Executive Vice President at The Walt Disney Company

Partner & Chief Operating Officer at New Vernon Capital LLC

Executive Chairman at Tech Data Corp.

President, Data & Services at MasterCard, Inc.

Head, Finance Unit at Harvard University - Harvard Business School

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Raymond James Financial, Inc.
Owners & Shareholders
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PRIMECAP Management aims to provide superior long-term investment results by utilizing fundamental research and bottom-up stock picking to construct portfolios. The firm looks for stocks that will outperform the market over a three to five-year horizon. PRIMECAP Management does not have a committee or small group that decides on whether or not to invest in an idea. Each portfolio manager makes an individual decision whether or not to invest in new ideas.

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AP3 is an active, risk-averse, long-term manager which manages a diversified global portfolio that allocates assets across six risk categories: Equities, Fixed Income, Credits, Inflation, Currencies and Absolute Return Strategies. By investing in both listed and unlisted assets locally and globally, the firm has crafted a diversified portfolio that is more robust in periods of financial uncertainty. AP3 combines their investment decisions with a long, medium and short-term investment horizon yields high risk-adjusted returns, thus increasing the probability of achieving return targets. Their investment strategy is geared to achieving the annual target return of 4% in the long term. The firm also uses structured methods to change the composition of the portfolio by adjusting levels of risk to reflect prevailing market conditions. AP3’s investments are governed by the rules of the National Pension Insurance Funds (AP Funds) Act, partly in regard to how large a percentage of the capital may be invested in each type of asset: (1) at least 20 percent must be invested in fixed-income securities with a high credit rating, (2) no more than 40 percent may be invested in unlisted securities, (3) no more than 40 percent of assets may be exposed to foreign exchange risk, (4) the Fund may hold no more than 10 percent of the votes in any single listed company, (5) the Fund’s investments in regulated Swedish markets may not exceed 2 percent of the total market value, and (6) no investments in commodities may be made.

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Brave Warrior Advisors is a value manager that tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, consumer services, finance, health technology, healthcare services and transportation sectors. They invest primarily in the US and Europe.

Recent Transactions
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GTCR LLC purchases PPC Flexible Packaging LLC from Morgan Stanley Capital Partners (Private Equity)

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Canaccord Genuity Group, Inc. purchases Adam & Co. Investment Management Ltd. from NatWest Group Plc

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Bridgepoint Development Capital Ltd. purchases Achilles Group Ltd. from HgCapital LLP

Transaction Clients
Investment Advisor

Advised on DOCU Group Sweden AB, Byggfakta Group purchase Glenigan Ltd. from Ascential Plc

Investment Advisor

Advised on 1st Constitution Bancorp purchases Rumson-Fair Haven Bank & Trust Co.

Investment Advisor

Advised on Megalith Financial Acquisition Corp. purchases BankMobile Technologies, Inc. from Customers Bancorp, Inc. resulting in a new company BM Technologies, Inc.

Insider Transactions
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Transaction Advisors
Investment Advisor

Advised onRaymond James Financial, Inc. purchases Morgan keegan & Co. LLC from Regions Financial Corporation


Advised onRaymond James Financial, Inc. purchases Goepel McDermid, Inc.


Advised onRaymond James Financial, Inc. issued USD Common Stock

Legal Advisor

Advised onRaymond James Financial, Inc. purchases Morgan keegan & Co. LLC from Regions Financial Corporation

Legal Advisor

Advised onCubic Corp. issued USD Common Stock


Advised onCubic Corp. issued USD Common Stock

Advisors & Consultants
Legal Advisor

Co-Chair, Israel Practice at Greenberg Traurig LLP

Legal Advisor

Partner at Gibson, Dunn & Crutcher LLP

Legal Advisor

Partner at Dentons


TowneBank engages in the provision of retail and commercial banking services to individuals and small and medium size businesses. It operates through the following segments: Banking, Realty, and Insurance. The Banking segment offers loan and deposit services to retail and commercial customers. The Realty segment focuses on the provision of residential real estate services and originations of a variety of mortgage loans. The Insurance segment includes the provision of full-service commercial and retail insurance, employee benefit services, and travel insurance. The company was founded by R. Scott Morgan on September 3, 1998 and is headquartered in Portsmouth, VA.

Lakeland Bancorp Inc. (NASDAQ: LBAI), headquartered in Oak Ridge New Jersey, is the holding company of Lakeland Bank, an FDIC insured bank operating 46 offices throughout the counties of : Bergen, Passaic, Essex, Morris, Sussex and Warren in northwestern New Jersey. With $2.9 billion in assets, Lakeland Bank is the third largest commercial bank headquartered in New Jersey. Lakeland continues to build on its infrastructure of financial strength, profitability, efficiency and quality service as it moves into the future. By offering retail banking, investment programs and business banking solutions, Lakeland remains a community-oriented provider of financial services. Our solid customer base along with our wide array of products and services allows Lakeland to command a strong competitive position in the markets it serves.

First Community Bancshares, Inc. operates as a financial holding company, which engages in provision of banking products and services to individual and commercial customers. The firm offers demand deposit accounts, savings and money market accounts, certificates of deposit, and individual retirement arrangements; commercial, consumer, and real estate mortgage loans, and lines of credit; various credit card, debit card, and automated teller machine card services; corporate and personal trust services; investment management services; and life, health, and property and casualty insurance products. It offers its services and products to individuals and businesses that include industries, such as manufacturing, mining services, construction, retail, healthcare, military and transportation. The company was founded in 1989 and is headquartered in Bluefield, VA.

Key Stats and Financials As of 2020
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Non-Profit Donations & Grants
Political Donations
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Financial Advisor at Raymond James Financial, Inc.

GBST Holdings Ltd. IT Consulting & Services | Brisbane, Australia

GBST Holdings Ltd. engages in the provision of financial technology services. It specializes in broking and wealth solutions. The company was founded by John Francis Puttick in 1983 and is headquartered in Brisbane, Australia.

Parkway, Inc. Pension Funds & Sovereign Wealth | Houston, TX

Parkway, Inc. operates as a real estate investment trust company. It engages in the ownership, acquisition, development, and leasing of class A office properties in Houston, Texas. The company was founded on June 3, 2016 and is headquartered in Houston, TX.

Box, Inc. Computer Software | Redwood City, CA

Box, Inc. engages in the provision of enterprise content platform that enables organizations to securely manage enterprise content while allowing easy, secure access and sharing of this content from anywhere, on any device. Its products include cloud content management, IT and admin controls, box governance, box zones, box relay, box shuttle, box keysafe and automations. The company was founded by Aaron Levie, Dylan Smith, Jeff Queisser and Sam Ghods in 2005 and is headquartered in Redwood City, CA.

Awards & Honors
Rank #482
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #482
Fortune Magazine - Fortune 500 Companies
Sponsored by Fortune Magazine
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