Raymond James Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1974
Total AUM
Advisory reps
7,498
Avg account
$0

Firm details

Headquarters
St Petersburg, Florida
CRD number
6694
Registered since
May 16, 1974

Firm profile

FINTRX

Overview

Raymond James Financial Services, Inc. is organized as a corporation and is classified in the data set as an independent broker-dealer. The firm’s SEC registration dates back to 1974. The snapshot identifies the owner type as a domestic entity/individual and lists a number of negative flags in the dataset — it is not characterized as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The source provides limited detail on specific business lines, fee schedules, or client segments; the core identification in the record is its role as an independent broker-dealer.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 183
  • Sean Budlong

    Sean Budlong

    Chief Executive OfficerCRD 5889110

  • Lori Bleamer

    Lori Bleamer

    Chief Operating OfficerCRD 4439920

  • Bradley Lester

    Bradley Lester

    Chief Executive OfficerCRD 2861828

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Contacts

3 of 7315
  • Jacquelyn King

    Jacquelyn King

    Registered Client AssociateCRD 6534421

  • Thomas Takach

    Registered RepresentativeCRD 5985322

  • Nicholas Manns

    Nicholas Manns

    Financial AdvisorCRD 6656061

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
880 Carillon Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth