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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRD 149018 · SEC 801-69815
880 CARILLON PARKWAY, SAINT PETERSBURG, FL, 33716, United States
Phone
727-567-3020
Fax
727-567-8765
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.04B
Discretionary AUM
$171.74B
Team
9675 total employees; 6024 advisory reps; 5542 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; PER PARTICIPANT (ERISA)
Org form
Corporation
Filing date
2026-06-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsHOURLY & FIXED RATE CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 402577 | $115.33B |
| High net worth individuals | 91402 | $230.85B |
| Banking/thrift institutions | 203 | $313.8M |
| Pension/profit sharing plans | 8500 | $26.97B |
| Charitable organizations | 107 | $343.8M |
| State/municipal entities | 22 | $95.4M |
| Insurance companies | 74 | $688.0M |
| Corporations/business entities | 5554 | $15.46B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://WWW.RAYMONDJAMES.COM
- HTTPS://WWW.YOUTUBE.COM/USER/RAYMONDJAMES
- HTTPS://TWITTER.COM/RAYMONDJAMES
- HTTPS://TWITTER.COM/RJADVISORCHOICE
- HTTPS://WWW.INSTAGRAM.COM/RAYMONDJAMES/
- HTTPS://TWITTER.COM/RJCAREERS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/RAYMOND-JAMES-FINANCIAL-INC-/
- HTTPS://CLIENTACCESS.RJF.COM
- HTTPS://WWW.FACEBOOK.COM/RAYMONDJAMES/
- HTTPS://TWITTER.COM/RJFMARKETING
Official SEC filing: View on IAPD