Raymond James Stock Price, News & Analysis

Raymond James (NYSE: RJF) announced that First National Bank of Sparta selected its Financial Institutions Division to support the bank’s investment program, Patton Wealth Management, effective Oct. 13, 2025. PWM, led by advisor Brian Patton, manages approximately $261 million in client assets and will provide clients wealth management through Raymond James Financial Services.

PWM team members Pam Burns and Becky Ohms join the alignment; PWM was founded in 2017 and Patton has more than three decades of industry experience. Raymond James highlighted its advisor-focused service model, platform and technology as reasons for the partnership.

Raymond James (NYSE: RJF) announced that five advisors from The Manning Companies in San Diego have joined Raymond James Financial Services, bringing approximately $1.1 billion in client assets as of the move on Oct. 9, 2025.

The team includes five named advisors and a 10-member operations group led by three support executives. They join from Commonwealth Financial Network and will offer wealth management and retirement-plan consulting through Raymond James’ independent-advisor channel, supported by the firm’s private wealth resources and technology.

Raymond James (NYSE:RJF) announced on Oct 2, 2025 that advisors Paul Williamson and Matt Hamilton joined Raymond James Financial Services' independent advisor channel from Commonwealth Financial Network, bringing approximately $200 million in client assets. The team, operating as Paul Williamson and Company in Vero Beach, FL, adds Registered Sales Assistant Donna Clark and Bookkeeper & Client Relations Manager Mary Williamson. The release highlights the advisors' credentials, tenure (Williamson: 15 years at Commonwealth; Hamilton: started 2017), and Raymond James' client-first resources to support multigenerational planning.

Raymond James' (NYSE:RJF) Handler Investment Consulting Group has been recognized on the National Association of Plan Advisors' (NAPA) prestigious list of top defined contribution (DC) Advisor Teams. The team qualified with assets under advisement of at least $100 million in their DC practice. This recognition places them among 431 teams across 43 states and the District of Columbia that were featured on the 2025 list.

The NAPA list, which began in 2017, uniquely focuses on individual firms or teams operating from single physical locations. The recognition highlights Handler Investment Consulting Group's significant contribution to the private retirement system and will be published in NAPA Net Magazine's Spring issue.

Raymond James (NYSE: RJF) has strengthened its independent advisor channel by welcoming a team from Compass Investment Management (CIM) that previously managed over $350 million in client assets at Commonwealth Financial Network. The team, operating from Lewiston and Bangor, Maine, includes four financial advisors: Gary Bragg, Colby Dionne, Daniel Espenscheid, and Michael Nerney.

The group joined Raymond James Financial Services (RJFS), citing the firm's commitment to advisor independence and comprehensive resource support as key factors in their decision. The team brings diverse expertise, with Bragg's three decades of experience leading the group, complemented by specialists in technology, financial analysis, and portfolio management.

Raymond James Financial (NYSE: RJF) reported its August 2025 operating data, highlighting record client assets under administration of $1.69 trillion, representing a 10% year-over-year increase and 2% growth from the previous month. The growth was primarily attributed to higher equity markets and net asset inflows.

The company's Private Client Group assets reached $1.63 trillion, up 10% year-over-year, with fee-based accounts growing 14% to $978.9 billion. Financial assets under management increased 12% to $270.0 billion. However, clients' domestic cash sweep and Enhanced Savings Program balances declined 4% year-over-year to $54.2 billion.

Raymond James Financial Services (NYSE: RJF) has welcomed financial advisors Aaron Mabon and Summer Deal to its independent advisor channel. The duo, operating as True North Wealth Advisors in LaGrange, Georgia, previously managed approximately $190 million in client assets at Commonwealth Financial Network.

The team, which includes Office Manager Lisa Ray, brings a combined 33 years of experience specializing in retirement planning and investment management. Their client base includes business owners, women investors, and pre-retirees. Both advisors have extensive experience in the financial services industry, with Mabon starting his advisory career in 2009 and Deal entering the industry the same year.

Raymond James (NYSE: RJF) has announced the pricing of a $1.5 billion senior notes offering in two tranches. The offering consists of $650 million of 4.900% senior notes due 2035 and $850 million of 5.650% senior notes due 2055.

The notes will be issued under Raymond James' effective shelf registration statement, with the offering expected to close on September 11, 2025. The company plans to use the proceeds for general corporate purposes. The offering is being managed by BofA Securities, Citigroup Global Markets, J.P. Morgan Securities, and Raymond James & Associates.

Raymond James (NYSE:RJF) has appointed David Solganik as head of AI strategy, marking a significant step in the firm's technological advancement. The company is investing heavily in AI integration across its businesses, with a $975 million annual technology budget.

Solganik will focus on implementing AI-driven solutions while maintaining the firm's emphasis on personal relationships. The company has already launched several AI initiatives, including an AI search function, Zoom Meeting Summary tool, and AI Note Assistant within their proprietary CRM. Solganik brings over 30 years of experience from companies like Morgan Stanley, JPMorgan Chase, and MetLife.

The appointment follows Stuart Feld's promotion to chief AI officer, creating a dedicated AI leadership structure focused on innovation while ensuring safe adoption and regulatory compliance.