Our Relationship with Raymond James
The Goodrich and Associates relationship with Raymond James began in 1982, when we became one of the first RJ offices west of the Mississippi. As an independent registered investment advisor, we work through Raymond James to offer the benefits of a large company (like resources, reporting, statements, trading platform and investment analysis) while delivering personal service through our team to our family of clients.
The Raymond James Story
When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.
Today, that client-focused approach has extended to serve client accounts through approximately 8,800 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.
Milestone spotlight
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.
By the Numbers
Founded in 1962; public since 1983
Approximately $1.57 trillion in client assets
RJF shareholders’ equity of $11.6 billion
More than two times required regulatory capital
147 quarters of consecutive profitability*
Approximately 8,800 financial advisors
Equity research coverage of more than 1,200 companies
*Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.
As of: 9/30/2024
It’s been our privilege for more than 60 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore Raymond James Company History here.
