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Raymond James notches wins in the Sun Belt with advisor additions
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
Raymond James welcomes ex-Morgan Stanley advisor
The California-based advisor caters to clients in the tech and biotechnology spaces.
Raymond James broadens California footprint with ex-Stifel advisor
The brokerage firm’s employee advisor arm deepens its bench with a three-decade veteran of the industry.
Raymond James scores big with $1.1B Arizona practice
The team, including a father-son duo, is joining the broker-dealer’s employee advisor arm from RBC.
Raymond James extends Florida reach with $750M advisor
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
Raymond James signs $300M trio from UBS
The firm is expanding its footprint in California as it scoops up another three advisors from UBS.
Raymond James nabs Wells Fargo advisor
The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.
Raymond James strengthens advisor network with $340M Morgan Stanley team
Based in South Florida, the Behar-Nagel Group is the latest to join Raymond James’ employee advisor channel.
Raymond James adds to talent pool with Morgan Stanley hire
The seasoned advisor brings more than two decades of industry experience.
Raymond James nabs two wirehouse advisors in South Florida
Pam Mitchell joins from UBS in Naples and Vijay Baxter from Morgan Stanley in Aventura.
Raymond James nabs California advisor from Morgan Stanley
Jeffrey Olsen oversees nearly $200 million, operating as Olsen Wealth Management.
Finra arbitrators exonerate Raymond James in scam targeting Ecuadorian investors
'It’s a devastating award, or lack thereof, for the claimants and a massive victory for Raymond James,' says an attorney not involved in the case.
Six states impose $4.2M fine on Raymond James for excessive fees
The firm was also ordered to return $8.25 million to retail customers.
Guiding clients through market volatility and inflation
When things change, recency bias would have us wait rather than move forward.
Edward Jones advisor managing $256 million joins Raymond James
Bryan Cernicek, who leads the Cernicek wealth management team, is joining the firm’s employee advisor channel in St. Louis.
Finra smacks Raymond James with $1.15 million penalty over compliance shortcomings
Raymond James Financial Services overlooked 'multiple red flags' related to the activities of two brokers, according to Finra.
Raymond James nets Wells duo managing $328 million
The father-son adviser team operate as Thannisch Wealth Management of Raymond James in Austin, Texas.
Latest strategies for attracting Black college students to advisory careers take long view
Firms are investing in HBCUs and beyond, then creating a spectrum of entry points to financial industry careers.
Merrill trio managing $453 million joins Raymond James
The team in Lake Charles, Louisiana,, now known as Woods Brignac Wealth Management of Raymond James, moves to the firm’s employee channel.
Duo managing $850 million at Citi moves to Raymond James
Yaakov Ringler and Yonatan Marom will lead the Israel Group of Raymond James in New York.
