Raymond James Financial Services offers personal, institutional and corporate finance services.
Personal investment services include equity investments, fixed income resources, pooled products such as money market/mutual funds and insurance products. These tools are necessary for prudent retirement, estate, cash management, credit and lending.
Institutional and corporate services start with investment and merchant banking, public finance and equity research—all the financial tools for a company to grow.
RJFS was established in 1962 and went public in 1983. It currently has 5,300 financial advisors managing 1.9 million accounts with client assets of approximately $241 billion. The Rockville office is one of 2,300 locations.
RJFS is based in St. Petersburg, Florida. It has 15 offices in Montgomery County.