RAYMOND JAMES FINANCIAL SERVICES, INC.

Broker-DealerFINRA MemberEst. 1974
Total AUM
Advisory reps
7,442
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 listed as an independent broker-dealer that has been SEC-registered since 1974. The firm's ownership is recorded as a domestic entity/individual. In FINTRX's classification it is identified as a corporation and not as a capital allocator or a multi-state investment adviser. The dataset also indicates the firm is not flagged as an active ESG investor, not newly formed as an adviser, and not marked as a pension consultant or related adviser. The available metadata is limited to regulatory and structural attributes; FINTRX does not supply descriptive entries for the firm's business activities, advisory services, fee structure, or client segments in this record.

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 180
  • Sean Budlong

    Chief Executive OfficerCRD 5889110

  • Lori Bleamer

    Chief Operating OfficerCRD 4439920

  • Bradley Lester

    Chief Executive OfficerCRD 2861828

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Contacts

3 of 7262
  • Jacquelyn King

    Registered Client AssociateCRD 6534421

  • THOMAS TAKACH

    Registered RepresentativeCRD 5985322

  • NICHOLAS MANNS

    Financial AdvisorCRD 6656061

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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