Raymond James Company History Timeline

(1,128 Jobs)

1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James.

Raymond James was founded in 1962 when St Petersburg broker, Robert James, formed Robert A. James Investments.


1983: Raymond James is listed on the New York Stock Exchange, symbol RJF.


2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.


In April 2012, they merged with Morgan Keegan & Company, creating one of the country's largest full-service wealth management and investment banking firms not headquartered in New York.

2012: Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-service wealth management and investment banking firms not headquartered on Wall Street.

In 2012, the firm purchased the Canadian assets of Allied Irish Bank.


2013: Raymond James reaches its 100th consecutive quarter of profitability.1


2014: Raymond James reaches its 105th consecutive quarter of profitability.1


In June 2016, it was listed as a Fortune 500 company for the first time.

In September 2016, the firm announced its acquisition of Deutsche Bank Wealth Management's US private client services unit, Alex Brown & Sons.


In 2017, Raymond James was named to the FORTUNE 500 list for the second year in a row.

Continuing its tradition of giving back, Raymond James and its associates donated $49 million to charitable organizations in 2017, including $6+ million to the United Way and its partner agencies.


*As of August, 2018 1 Past performance is not indicative of future results.

As of the fiscal quarter ending September 30, 2018, the firm had delivered 123 consecutive quarters of profitability.

*As of 3/31/2018 1Past performance is not indicative of future results.


As of October 2019, Raymond James has 8,000 financial advisors throughout the United States, Canada and overseas.


The firm expects to submit its Form ADV annual update filing on or before May 14, 2020 and expects to provide clients an offer for an updated copy on or before June 14, 2020.

Company Founded
Saint Petersburg, FL
Company Headquarter
James Robert A. Trust
Company Founders

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