CRD: 705
Raymond James & Associates, Inc.
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- Custodian
- Broadridge · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-1969
- Office Locations
- 596
Office Locations
About Raymond James & Associates, Inc.
Raymond James (founded 1962) provides investment management and wealth planning, plus capital markets and strategic guidance for corporations and institutions, and a flexible platform for advisors. The firm publishes ongoing market and planning insights and was ranked #1 for Advised Investor Satisfaction and Most Trusted in J.D. Power’s 2025 U.S. Investor Satisfaction Study.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHAWN JOSEPH BARKO
Chief Compliance Officer, Senior Vice President
- CRD
- #2690394
- Ownership
- Less than 5%
JAMES BUNN
Advisor, DIRECTOR, Global Equities and Investment Banking, President
- CRD
- #3130320
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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Ayoub Abbas
--
- CRD
- #7953828
CHRISTINA MARIE ABBEY
Financial Advisor
- CRD
- #6262403
Showing 2 of 8555 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $378,677,672,587 | $384,171 |
| Non-Discretionary | $122,277,932,388 | $776,639 |
| Total | $500,955,604,975 | $438,226 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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