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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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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  |  July 2, 2024

Talking Quantitative/Technical Analysis (Episode 97)

Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis.

Learn more about Talking Quantitative/Technical Analysis (Episode 97)
Insights and Strategies  |  July 2, 2024

July 2024: "Let's Just Enjoy the Moment," But What Comes Next?

On June 5 the Bank of Canada (BoC) lowered its policy interest rate for the first time in over four years, after holding its rate at 5.00% for the past 11 months.

Learn more about July 2024: "Let's Just Enjoy the Moment," But What Comes Next?

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