Recent events
Recent events tied to this brand in public sources.
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2026
Janney opens a Houston office with a team from Raymond James
Janney Montgomery Scott is opening a Houston office seeded by financial advisors who departed Raymond James, extending Janney's expansion into Texas.
2021
Raymond James reports second-quarter 2021 results
Raymond James Financial reported $2.5 billion in net revenues and $307 million in net income for the second quarter of 2021.
2021
Raymond James announces planned acquisition of Charles Stanley
Raymond James was set to acquire Charles Stanley in a £278.9 million deal, subject to shareholder votes and regulatory approval.
2021
Raymond James and Norwich University partner on advisor education
Raymond James announced a partnership with Norwich University under which participants in Raymond James’ Advisor Mastery Program can earn academic credit toward Norwich graduate programs, including a graduate certificate and potentially an MBA.
2021
Jimmy Leung appointed to lead Raymond James sustainability investment banking
Raymond James Ltd. appointed Jimmy Leung Managing Director and Head of Sustainability Investment Banking, effective January 6, 2021.
2021
Raymond James Canada launches sustainability investment banking practice
Raymond James Ltd. announced that it had launched a sustainability investment banking team in Canada.
2020
FINRA fines and censures Raymond James
FINRA found that Raymond James & Associates violated municipal securities rules and settled charges with the firm. Raymond James agreed to pay $47,500 and be censured without admitting or denying FINRA’s findings.
2020
Raymond James appoints Tobias Ramminger as Managing Director
Raymond James appointed Tobias Ramminger as Managing Director for Diversified Industrials in Germany.
2020
Raymond James firms sue Ohio National over annuity commissions
Raymond James & Associates and Raymond James Financial Services sued Ohio National Life Insurance Co. in federal court in Florida, alleging that the insurer failed to pay compensation for sales of certain annuity products.
2020
Raymond James Ltd. to acquire Oak Trust
Raymond James Ltd. reported that it had acquired Oak Trust Co.; the deal requires regulatory approval. Raymond James said the deal would make it the first non-bank-owned full-service investment dealer in Canada to offer integrated fiduciary trust services, and the new division will be named Raymond James Trust (Canada).
2020
Raymond James launches WealthMAP
Raymond James launched WealthMAP, a two-year program that trains prospective financial advisers and enables graduates to transition into the firm's Advisory Master Program. The inaugural class began in January.