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Raymond James SEC Filings

RJF NYSE

Welcome to our dedicated page for Raymond James SEC filings (Ticker: RJF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Finding loan-loss trends, advisor head-count shifts, or segment margins inside a 250-page Raymond James annual report can feel impossible. Each quarter brings multiple forms—10-Q tables, 8-K material updates, Form 4 insider trades—that seasoned analysts must parse quickly. Our platform solves that.

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You’ll get comprehensive coverage—10-K, 10-Q, 8-K, Form 4, S-3, DEF 14A—plus contextual guidance on what matters for a diversified broker-dealer/bank like RJF. Want Raymond James annual report 10-K simplified or a quick Raymond James earnings report filing analysis? It’s a click away. Need to monitor Raymond James executive stock transactions Form 4? Our dashboards push real-time alerts. From Raymond James 8-K material events explained to understanding Raymond James SEC documents with AI, the platform turns regulatory complexity into clear, actionable insight.

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Thermo Fisher Scientific (TMO) filed an 8-K announcing a planned CFO transition.

Senior Vice President & Chief Financial Officer Stephen Williamson will retire effective March 31 2026. To provide continuity, the board has appointed James R. Meyer (age 46), currently Vice President, Financial Operations, to become Senior Vice President & CFO effective March 1 2026. Meyer joined the company in 2009 and has held progressively senior finance roles, including VP of Finance, Customer Channels (2020-2022), before assuming his present post in January 2023; he previously worked at PwC.

No financial results, guidance, debt transactions or other material events were disclosed. The orderly, internally sourced succession suggests minimal operational disruption, although leadership change can introduce short-term uncertainty. Compensation or severance terms were not included in this filing.

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Raymond James Financial, Inc. (NYSE: RJF) filed a Form 8-K dated June 25, 2025 to furnish a press release containing May 2025 operating data. The disclosure is made under Item 7.01 Regulation FD, meaning the information is provided for investor transparency but is not deemed “filed” for liability purposes. Exhibit 99.1 holds the full press release, while Exhibit 104 contains the Inline XBRL cover page. No financial statements, earnings figures, or material transactions are included in this filing. The company notes that the data may be referenced in subsequent SEC filings only if specifically incorporated by reference. The document was signed by CFO Jonathan W. Oorlog, Jr.

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FAQ

What is the current stock price of Raymond James (RJF)?

The current stock price of Raymond James (RJF) is $163.03 as of August 1, 2025.

What is the market cap of Raymond James (RJF)?

The market cap of Raymond James (RJF) is approximately 33.9B.

What are the core services offered by Raymond James?

Raymond James provides a range of services including wealth management, investment banking, asset management, and banking services, catering to individuals, corporations, and municipalities.

How does Raymond James generate its revenue?

The company derives revenue through a diversified model that includes advisory fees, capital market activities, asset management fees, and banking operations, ensuring multiple sources of income.

Who are the primary clients of Raymond James?

Its clients include individual investors, corporate entities, and municipal organizations that seek tailored financial planning, investment strategies, and banking solutions.

What distinguishes Raymond James in the financial services industry?

Raymond James stands out due to its diversified business model, strong client advisory network, advanced technology integrations, and a consistent track record of ethical practices and community engagement.

How does the company support its financial advisors?

The firm invests heavily in training, technology, and operational resources to empower its extensive network of financial advisors, ensuring they can deliver personalized and effective financial strategies.

What role does technology play at Raymond James?

Technology is central to the company's operations; it enhances portfolio management, provides real-time market analytics, and streamlines client-advisor interactions to improve overall service quality.

In which market segments does Raymond James operate?

The company operates across multiple segments, including wealth management through its Private Client Group, asset management, investment banking, and banking, ensuring a balanced and resilient business model.

How does Raymond James ensure strong corporate governance?

The company adheres to strict ethical standards, robust internal controls, and actively engages in community support initiatives, which helps build trust and reinforces its leadership in the financial services sector.
Raymond James

NYSE:RJF

RJF Rankings

RJF Stock Data

33.89B
179.20M
10.04%
76.35%
2.62%
Asset Management
Security Brokers, Dealers & Flotation Companies
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United States
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