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About Raymond James

 A firm founded more than 50 years ago with the then-unique
idea of putting clients’ financial needs first and foremost.


Some things never change.


Recent Accolades

In February 2014, Fortune magazine ranked Raymond James Financial among the most admired securities companies in the world for the fourth year in a row.

The survey involved 698 companies from 32 countries. Judging was based on attributes such as innovation, people management, use of corporate assets, financial soundness, long-term investment, global competitiveness, quality of management, products, services and social responsibility.


About Raymond James

Raymond James serves as the primary custodian of Petrovic Weaver Financial Services (PWFS) clients’ accounts.

Raymond James has always been a different kind of financial services firm. Raymond James, like PWFS embraces long-term planning, values methodical decision-making and always remains focused on what matters most: You, the client.

In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term financial planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first.

And now, as Raymond James celebrates more than 50 years of integrity, independence and innovation, Bob's different kind of firm is one of the leading custodians in the United States. Headquartered in St. Petersburg, Florida, Raymond James has also grown into one of the largest independent financial services firms in the United States.


A Brief History

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

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.

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.

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

From humble beginnings, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.


109 Consecutive Quarters*

Despite the financial turmoil of the past few years, Raymond James has delivered 109 consecutive quarters of profitability and 29 straight years of paying dividends to shareholders.1 It credits much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing.


Raymond James by the Numbers*

  • Approximately 6,300 financial advisors
  • More than 2.6 million client accounts
  • Over 2,600 locations throughout the United States, Canada and overseas
  • Approximately $496 billion in total client assets

 

*As of March 2015
1 Past performance is not indicative of future results. Investing involves risk, and investors may incur a profit or a loss. 

 

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Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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