Sophisticated solutions for a complex world.

Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.


Working with a Raymond James Advisor

Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.

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Learn about our 3Macs Division advisors who are part of a long legacy of providing valued financial advice since before Confederation. 


Investment Products

Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.

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Asset Management

Asset Management Services offers you personalized fee-based investment solutions.

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Financial Planning

Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.

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Client Resources

In addition to a carefully constructed long-term financial plan, working with a Raymond James advisor will also give you ready access to vital information. Whether it's logging into our Client Account Online Access to track all of your Raymond James accounts in one secure place or reviewing important investment disclosures, you can get the information you need, when you need it, from virtually anywhere. And you can get started right here.

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Market Commentary and Research

Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.

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Commentary & Research

The Advantaged Investor  |  February 13, 2024

Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US

Washington Policy Analyst, Ed Mills returns to the podcast and has wide-ranging discussion with host Chris Cooksey.

Learn more about Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US
Trends & Ideas  |  March 6, 2020

Top Investment Themes

Thematic investing focuses on a top-down investment approach that identifies companies with exposure to a specific theme, be it macroeconomic, long-term structural trend or specific target market. This type of investing has become even more widespread with the propagation of theme-based exchange-traded funds (or ETFs). These funds have exposure to companies that benefit from either technological, demographic or environmental trends.

Learn more about Top Investment Themes
Insights and Strategies  |  February 1, 2024

A.I. Beyond the “Magnificent Seven”…

Finding a market commentary in 2023 that didn't mention the “Magnificent Seven” was quite a challenge.

Learn more about A.I. Beyond the “Magnificent Seven”…

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At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.