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Raymond James | LIFE WELL PLANNED.
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  1. Managing and maintaining multiple properties
  2. Take the next step with sustainable investing
  3. Listen: The reappearance of downside volatility
  4. Can biohacking optimize your life?
  5. Monetizing and maintaining multiple properties
  6. Take the next step with sustainable investing
  7. Listen: The reappearance of downside volatility
  8. Can biohacking optimize your life?
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  9. A plan for a loved one with special needs
  10. Find an Advisor
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  1. https://www.raymondjames.com/
  2. https://www.raymondjames.com/
  3. Home
  4. Wealth Management
  5. What Are You Planning For?
  6. Growing My Wealth
  7. Preserving My Wealth
  8. Planning for Retirement
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  10. Providing for Family
  11. Managing My Estate
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  13. Advice, Products & Services
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  17. The Role of Your Advisor
  18. What Else You Should Know About Fee-Based Accounts
  19. Fixed Income
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  21. Bond Portfolio Evaluation & Reporting
  22. Fixed Income Strategies
  23. Cost of Waiting
  24. Estate Planning with Bonds
  25. Laddering Maturities
  26. Bond Swaps
  27. Bonds vs. Bond Funds
  28. A Guide to Understanding Floating-Rate Securities
  29. Bond Basics
  30. Duration & Convexity
  31. Callable Bonds
  32. Make-Whole Calls
  33. Types of Income
  34. Step-Ups
  35. Municipal Bonds
  36. Important Resources for Municipal Bond Investors
  37. Current Municipal Bond Market Considerations
  38. A Primer on the Sale Process
  39. Pension Obligation Funding Overview
  40. Municipal Bond Risks: Lack of Disclosure May Affect Liquidity
  41. Investing in New Issue Bonds
  42. New Issue Calendar
  43. Build America Bonds
  44. Taxable Bonds
  45. U.S. Treasury Securities
  46. TIPS - Treasury Inflation-Protected Securities
  47. Government-Sponsored Enterprise Debt Securities
  48. Brokered Certificates of Deposits (CDs)
  49. Corporate Bonds
  50. Foreign Currency Bonds
  51. Preferred Securities
  52. MBS and CMOs
  53. Fixed Income Offering Disclosure Documentation Information
  54. Preliminary Offering Documents
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  56. Pricing Factors
  57. Bond Prices and Valuations
  58. Risks of Bond Investing
  59. Bond Market Commentary & Analysis
  60. Weekly Bond Market Commentary
  61. Fixed Income Market Commentary
  62. Research Areas
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  65. Specialty Reports
  66. How to Read Our Equity Research Reports
  67. Analysts’ Best Picks® Record
  68. Mutual Fund Research
  69. Mutual Fund Company Reports
  70. Closed-End Fund Research
  71. Asset Management Research
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  74. Unit Investment Trusts
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  80. Retirement Planning Calculator
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  86. Estate, Charitable Giving & Trust Services
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  90. Working with Attorneys & COIs
  91. Raymond James Charitable
  92. Our Team
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  96. Banking & Lending Services
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  100. Cash Sweeps
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  107. Credit Card
  108. Margin
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  110. Insurance Solutions
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  113. Variable Annuities and Your Retirement
  114. Raymond James Insurance Group
  115. Institutional Services
  116. Private Wealth Services
  117. Why a Raymond James Advisor
  118. Explore Wealth Management
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  120. Grow With Us
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  146. Financial Services
  147. Asset & Wealth Management
  148. In the News
  149. BDCs, Closed-End Funds & SPACs
  150. Bank & Thrift
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  152. Specialty Finance
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  159. Real Estate
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  166. Technology & Services
  167. Application Software
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  170. Marketing & Information Services
  171. Services
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  174. Mergers & Acquisitions
  175. Equity Capital Markets & Syndicate
  176. Debt Capital Markets
  177. Private Capital Advisory
  178. Services
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  180. Awards & Press
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  182. Contact Us
  183. Capital Structure Advisory
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  185. Structured Equity Solutions
  186. Recapitalization & Restructuring
  187. Credit Finance
  188. Financial Sponsors
  189. Asia Coverage
  190. 亚洲投行业务
  191. Professional Partners
  192. Transaction History
  193. Leadership Team
  194. Industry Insight
  195. Industry Insights Sign-Up
  196. Public Finance
  197. Specialty Areas
  198. Airports
  199. Bond Proceeds Investment Strategies
  200. Catastrophe Insurance Advisory
  201. Charter Schools
  202. Healthcare
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  205. Real Estate
  206. Featured Transactions
  207. Team
  208. Higher Education
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  221. Services
  222. Team
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  232. Locations
  233. Arkansas
  234. Bios
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  238. Bios
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  240. Bios
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  242. Bios
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  244. Bios
  245. Mid-Atlantic
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  247. Bios
  248. Industry Insight
  249. Public Finance Market Watch
  250. ESG Investing
  251. Forward Delivery Bonds
  252. Green Bonds
  253. Modified Make-Whole Calls
  254. Pension Disclosure
  255. Pension Obligation Bonds
  256. Pension Obligation Bonds Update
  257. Public Pension Fund Buyouts
  258. Refinancing Build America Bonds
  259. Reinvestment Strategies
  260. Tax Cuts and Jobs Act of 2017
  261. Transportation Network Companies
  262. Industry Insight Sign-Up
  263. News
  264. Global Equities & Investment Banking
  265. Investment Banking
  266. Equity Capital Markets
  267. Equity Research
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  271. Sales & Trading
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  276. eFolio®
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  280. Research & Strategies
  281. Speakers Bureau
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  285. Credit Unions
  286. Municipalities
  287. Reportfolio®
  288. Asset/Liability Management
  289. RIA Partnership Group
  290. Depository Institution Services
  291. Fixed Income Capital Markets
  292. Investment Banking
  293. Equity Sales, Trading & Syndicate
  294. Equity Research
  295. Wealth Management & Trust
  296. Affordable Housing Investments
  297. Additional Institutional Services
  298. Raymond James Investment Management
  299. Executive Compensation Services
  300. Institutional Fiduciary Solutions
  301. Quarterly Strategy Snapshot
  302. Merchant Banking
  303. Raymond James Bank
  304. Structured Finance Group
  305. Affordable Housing Investments
  306. Developer Partners
  307. Institutional Investment
  308. In the News
  309. Contact Us
  310. Submit Comments
  311. Key Personnel
  312. Steven Kropf
  313. Sam Shupe
  314. Toni Matthews
  315. James Horvick
  316. Brian Lynch
  317. Ed Marcin
  318. Darryl J. Seavey
  319. Kevin Kilbane
  320. Gary Robinson
  321. James Dunton
  322. John Colvin
  323. Sean Jones
  324. Dan Wendle
  325. Bryan Kilbane
  326. Wealth Management Services for Depositories
  327. Benefits for Your Institution
  328. Frequently Asked Questions
  329. Management Symposium
  330. Our Process
  331. Financial Advisors
  332. Marketing
  333. Wealth Management
  334. Technology
  335. Technology
  336. Professional Development
  337. Testimonials
  338. Transitions
  339. Meet Our Team
  340. Thought Leadership
  341. News & Media
  342. Request Information
  343. Top News
  344. View Management Team
  345. Commentary & Insights
  346. Commentary and Insights
  347. Economy & Policy
  348. Markets & Investing
  349. Retirement & Longevity
  350. Estate & Giving
  351. Family & Lifestyle
  352. Technology & Innovation
  353. Tax Planning
  354. Business Ownership
  355. Advisor Opportunities
  356. Ready To Learn More?
  357. Affiliation Options
  358. Alex Brown
  359. Employee Advisor
  360. Our Divisions
  361. Eastern
  362. Northern
  363. Southern
  364. Western
  365. Advisor Select
  366. Independent Advisor
  367. Independence In Action Stories
  368. Our Divisions
  369. Central
  370. Midwest
  371. Northeast
  372. Southeast
  373. Western
  374. RIA & Custody Services
  375. Our Divisions
  376. East
  377. West
  378. Bios
  379. Bank & Credit Union Advisors
  380. New Advisors
  381. Jeff Perkins
  382. Jeri Richard
  383. Justin Kissner
  384. Margaret Folk
  385. Tim Keffer
  386. Our Culture
  387. At A Glance
  388. Financial Advisor Bill of Rights
  389. Home Office Visit
  390. Resources & Support
  391. Technology
  392. Technology for You
  393. Mobility
  394. Client Management
  395. Practice Management
  396. Support & Security
  397. Technology for Your Clients
  398. Products
  399. Services
  400. Administrative Support
  401. Marketing
  402. Practice Management
  403. Private Wealth Solutions
  404. Succession Planning
  405. Practice Exchange
  406. Transitions Management
  407. Transitions Roadmap
  408. Diversity and Networks
  409. Advisor Inclusion Networks
  410. The fight against breast cancer, featuring Paula Schneider
  411. Life beyond the comfort zone, featuring Melissa Keung
  412. Driven by the mission, featuring Kim Jenson
  413. Advocacy anchored in humanity, featuring Lazetta Rainey Braxton
  414. Owning your journey, featuring Karen Coyne
  415. Network Advisor Spotlight: Joshua Charles
  416. Network Advisor Spotlight: Solitaire Dasher-Smiley
  417. The power of yes, featuring Julie Singer
  418. Shaking up Wall Street from within, featuring Dana Wilson
  419. Q&A with Jodi Perry
  420. Encouraging diversity of thought, featuring Helena Bakunowicz
  421. Driven by experience, guided by empathy, featuring Dr. Nandita Das
  422. A recipe for success, featuring Trixie Rowein
  423. Q&A with Tash Elwyn
  424. Finding comfort in community, featuring Marta Shen
  425. Q&A with Lynne Henning
  426. Q&A with Forest Busby Jr.
  427. Purpose, empowerment and the Pride Financial Advisors Network
  428. Finding strength from within, featuring Cindy Boury
  429. Action creates results: The power of the plan, featuring Melissa Joy
  430. Creating value through education and service, featuring Kimberlee Bouska
  431. Don’t be afraid to make some noise, featuring Camille York
  432. Forging success through the power of positivity, featuring Margaret H. Folk
  433. Gratitude for the chance to help, featuring Lisa Stella
  434. Grit, passion and a little help, featuring Laura Webb
  435. Lynne Wright: The story of an award-winning advocate
  436. Making resilience and growth a team sport, featuring Amanda Piper
  437. Q&A with Tony Barrett
  438. Seeking joy, taking risks and finding a way, featuring Nicole Middendorf
  439. Standing up for herself and others, featuring Nicola Tomlin
  440. Tested by loss, finding the will to win, featuring Karen Coyne
  441. Women Financial Advisors Network
  442. About Us
  443. Women's Advisory Council
  444. Changing Careers
  445. Women's Symposium
  446. Aspire
  447. Aspire Magazine
  448. Aspire to Greater podcast
  449. Black Financial Advisors Network
  450. BFAN Connection
  451. Black Financial Advisors Network Council
  452. Black Financial Advisors Network Symposium
  453. Pride Financial Advisors Network
  454. Pride Financial Advisors Network Council
  455. Business of Pride Symposium
  456. Pride Perspectives
  457. Veteran Financial Advisors Network
  458. Veteran Financial Advisors Network Council
  459. Practice Insights
  460. Six key planning disciplines for business exit planning
  461. Developing the next generation of women advisors
  462. Stuck at the starting line of finding a successor? Take these first steps
  463. Six hacks to rev up productivity
  464. Referral strategies for building your business
  465. 12 Wishes for the New Year
  466. Knowing and owning your niche
  467. Diversity & Inclusion
  468. Longevity solutions to help you and your clients make better decisions
  469. Aspire
  470. Corporate responsibility
  471. Sustainability Resources to Help You Make Every Day Earth Day
  472. A Word with Salit Nagy-Todd
  473. An Interview with Bella Loykhter Allaire
  474. What Good Mentors Do
  475. With Revocable Trusts, the Devil is in the Details
  476. Standing Strong as a Leader
  477. Transition Myths Debunked
  478. Four Reasons Advisors Change Firms
  479. Four Tips to Grow Your Business in Volatile Markets
  480. Build a Bold Brand
  481. Maximizing a Business Owner's Legacy
  482. Using Technology in Your Practice
  483. Make Over Your Marketing Plan
  484. A Succession Success Story
  485. Raymond James Welcomes Head of PCG Advisor Inclusion
  486. A Talk with the Boss
  487. In the News
  488. Press Releases
  489. Contact Us
  490. Talk to a Consultant
  491. Explore Advisor Opportunities
  492. Learn More
  493. About Us
  494. Corporate Responsibility
  495. Values, Mission & Pledge
  496. Company History
  497. Leadership Team
  498. Giving Back
  499. A message from Paul Reilly to Raymond James associates and advisors
  500. When success on the field creates an impact off the field: Kicking for Kids
  501. Change your lunch plans, change a child’s life
  502. Investment in the Black community organization spotlight: National Black MBA Association
  503. Together, we make a difference: Raymond James Cares Month 2022
  504. New beginnings with Habitat for Humanity
  505. Investment in the Black Community organization spotlight: The Collective Blueprint
  506. Fighting for our communities: Raymond James and United Way
  507. Stepping it up for the American Heart Association
  508. Investment in the Black Community organization spotlight: the Rhonda Walker Foundation
  509. Climbing for a cause with the American Lung Association
  510. A sustainable morning spent with the Ol' Salty Souls
  511. Why these Raymond James leaders “Go Red” for women
  512. Raymond James names organization partners for $1.5 million pledge to the Black community
  513. Giving back from a distance: Holiday generosity in the midst of COVID-19
  514. Raymond James donates over $2 million to aid those impacted by COVID-19
  515. How Raymond James associates and advisors in Memphis are impacting their communities
  516. St. Pete associates: Looking forward while giving back
  517. Diversity & Inclusion
  518. Subsidiaries
  519. Raymond James Financial Services, Inc.
  520. Professional Partners Program®
  521. Raymond James & Associates
  522. International Offices
  523. Art Collection
  524. Raymond James Stadium®
  525. By the Numbers
  526. Careers
  527. Why Raymond James
  528. Our Company
  529. Life at Raymond James
  530. Life in Tampa Bay
  531. Life in Memphis
  532. Life in Southfield
  533. Benefits
  534. What Associates Are Saying
  535. Advisor Opportunities
  536. Experienced Professionals
  537. Reinvest Program
  538. Students & Recent Grads
  539. Assistant to the Chair (A2C)
  540. Follow-On Opportunities
  541. Ideal Candidates
  542. Global Equities & Investment Banking
  543. Equity Research
  544. Investment Banking
  545. Accelerated Development Program
  546. Finance
  547. Information Technology
  548. Internships
  549. Diversity & Inclusion
  550. Supplier Diversity Program
  551. Getting Hired
  552. Our Recruiting Philosophy & Hiring Process
  553. Interviewing with Raymond James
  554. FAQ
  555. All Access - Careers Blog
  556. Advice
  557. Take 10 With Andy Schwartz
  558. Take 10 With Laura Maddison
  559. A Brighter Financial Future
  560. Savvy Steps to Stay Cyber-Safe
  561. How to Decide When to Seek an MBA
  562. What To Do When You've Been Hacked
  563. Career Advice from Campus Recruiter Grace Blankenship
  564. Ten Financial Tips for First Time Job Seekers
  565. Campus Recruiting
  566. Raymond James hosts next-generation cybersecurity talent at annual Capture the Flag event
  567. Intern Spotlight – Marketing
  568. Intern Spotlight – Advisor Inclusion Networks
  569. Look for us at your next career fair
  570. Adapting 2020 internships to help students and grads thrive
  571. Raymond James hosts student standouts in Capture the Flag event
  572. Meet the Campus Recruiting Team
  573. How to Prep for Fall Recruitment
  574. Intern Spotlight - Marketing
  575. Intern Spotlight - Information Technology
  576. Intern Spotlight - Accounting
  577. Intern Spotlight - Investment Banking
  578. Intern Spotlight - Compliance, AML, Legal and Risk
  579. Fast-Tracking Your Career through ADP
  580. Next Generation Tech Competition for Pinellas Education Foundation
  581. Meet our Accelerated Development Program (ADP) Participants
  582. 4th Annual Women in Capital Markets Symposium
  583. Career Fairs: The Number One Mistake Students Make
  584. Culture & Diversity
  585. Q & A with Leslie Shults
  586. Get to know Aydee Adames-Polanco, VP, Compliance and AML Assurance
  587. Get to know Kate Valleau, SVP, Internal Audit
  588. Get to Know Suzy Auletta, SVP, CCO
  589. Associate Spotlight: VP of Business Continuity Management Beverly Schulz
  590. Get to know Chang Shin, VP and CCO, Scout Investments
  591. Get to Know Jason Enouy, SVP & CCO, Raymond James Ltd.
  592. Get to know Shannon Tucker, director of PCG Compliance and Pride Inclusion Network National co-chair
  593. Back to work, post baby
  594. Honoring the land of the free and the home of the brave
  595. Our Service 1st culture: Recognizing those who go above and beyond
  596. Emancipation. Independence. Freedom. Honoring Juneteenth
  597. Women Soaring Conference Recap
  598. New inclusion network: Encore
  599. Following through on our promises
  600. Three signs that you might be suited for a career in technology.
  601. Engaging the next generation of talent
  602. Celebrating Pride Month at Raymond James
  603. Diversity Awareness Month
  604. A house to help the “lost” find their way home
  605. Advisor Mastery Program hosts reception at Black Financial Advisors Symposium
  606. Celebrating Black History Month at Raymond James
  607. United Way giving campaign
  608. Raymond James salutes veterans
  609. The stories behind the walkers
  610. How one advisor is tackling the student debt crisis
  611. Raymond James celebrates Memphis Mid-South Pride
  612. This one’s for Taylor: A story of never giving up
  613. Supporting the success of black financial advisors
  614. Swimming across Tampa Bay for the Navy SEAL Foundation
  615. Through Tyler’s eyes: Raising awareness for autism
  616. Our Firm
  617. Returners share their journeys back into the workforce
  618. AMP & RAMP Q&A: Megan Miller, Financial Advisor
  619. Returners share their journeys back into the workforce
  620. About our Advisor Mastery Program (AMP) for new financial advisors
  621. AMP Q&A: Nina Threets, AMP trainee
  622. Deals that do more than build classrooms – they become them
  623. Company Culture is Key to Our Success
  624. Tom James is a 2017 Investment News "Icon & Innovator"
  625. Celebrating 60 Years
  626. Who is "Raymond James?"
  627. Comparing Four Major Models
  628. Department Descriptions
  629. Investor Relations
  630. Financial Information
  631. Quarterly Earnings
  632. Monthly Operating Results
  633. SEC Filings and Other Reports
  634. Annual Reports and Proxy Statement
  635. Annual Report
  636. Message from the Chairman and CEO
  637. Credit Ratings
  638. News and Events
  639. Press Releases
  640. Calendar of Events
  641. Presentations and Webcasts
  642. Shareholders Meeting
  643. Shareholder Information
  644. Stock Price Information
  645. Stock Split History
  646. Dividend History
  647. Transfer Agent
  648. Analyst Coverage
  649. Corporate Governance
  650. Corporate Governance Principles
  651. Board of Directors
  652. Charters
  653. Codes of Ethics
  654. Compensation Recoupment Policy
  655. Corporate Responsibility
  656. Contact Information
  657. News & Media
  658. Press Releases
  659. Media Kit
  660. TV & Radio Capabilities
  661. Investment & Economic Experts
  662. Contact Us
  663. Map & Directions
  664. Client Assistance with Client Access
  665. Shareholders' and Other Interested Parties for Our Board of Directors
  666. All Other Inquiries
  667. Take Your Next Step
  668. Privacy / Security
  669. Client Resources
  670. Login
  671. Privacy / Security
  672. Client Resources
  673. Login
  674. Explore Wealth Management
  675. Managing and maintaining multiple properties
  676. Take the next step with sustainable investing
  677. Listen: The reappearance of downside volatility
  678. Can biohacking optimize your life?
  679. Monetizing and maintaining multiple properties
  680. Take the next step with sustainable investing
  681. Listen: The reappearance of downside volatility
  682. Can biohacking optimize your life?
  683. Wealth management Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
  684. Corporations & institutions Together, we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.
  685. Advisor opportunities Our advisors are viewed as clients of the firm. We provide world-class resources and support to help run their business on their terms.
  686. Progress made: An update on our pledge to the Black community Read Our People
  687. A message from Paul Reilly ... Read Our People
  688. Watch: Chairman Emeritus Tom James on our history of giving Read Our Community
  689. Celebrating 60 years of Raymond James Read Our People
  690. Our culture Get to know who we are and where we started.
  691. Corporate responsibility Learn about our commitment to working responsibly and sustainably.
  692. Careers Explore where a career at Raymond James could take you.
  693. Expand your entrepreneurial reach with a new business Whether it’s to diversify your offerings or amplify returns, investing in a new venture can be both thrilling and complex. Read
  694. Markets show resilience once again Consider a broad historical perspective to keep your cool in moments of market volatility. Read
  695. A plan for a loved one with special needs Special needs trusts can help provide resources without interfering with valuable government benefits. Read
  696. About Us
  697. Careers
  698. Investor Relations
  699. News & Media
  700. Contact Us
  701. Legal Disclosures
  702. Privacy, Security & Account Protection
  703. Terms of Use
  704. Equal Opportunity Employer
  705. Raymond James & Associates Statement of Financial Condition – March 2022 (PDF)
Language
The webpage has the language declared.
en
Favicon
The webpage has a favicon.
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Performance
Text compression
The HTML file is compressed.
Load time
The webpage loaded in 1.35 seconds.
Page size
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JavaScript defer
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Security
HTTPS encryption
The webpage uses HTTPS encryption.
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Mixed content
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Server signature
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Unsafe cross-origin links
The webpage has 4 unsafe cross-origin links.
Plaintext email
The webpage contains plaintext emails.
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Miscellaneous
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