About Us

Company History

Started in 1987, the Financial Institutions Division (FID) of Raymond James Financial Services (RJFS) provides banks and credit unions the ability to offer full-service brokerage and investment advisory services to their customers and members. The division is consistently ranked as one of the top bank brokerage providers in the country and is well positioned to continue to serve this growing market with superior products, research, and human and technical resources. The division currently provides investment services to over 200 financial institutions across 45 states with total assets of more than $21 billion in 238,000 client accounts.

Raymond James Financial Services, Inc. (RJFS) is a registered broker/dealer and wholly owned subsidiary of Raymond James Financial, Inc., as well as a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). For more than 30 years, RJFS has provided securities brokerage, investment advisory, and corporate and public finance to individuals, institutions, corporations and municipalities.

Established in 1962, Raymond James Financial, Inc. is a diversified financial services holding company headquartered in St. Petersburg, Florida. Through three broker/dealers, more than 4,850 Raymond James financial advisors provide investment services to 1.8 million accounts from 2,200 offices in the United States and internationally. Raymond James Financial is traded on the New York Stock Exchange under the symbol RJF. The firm’s asset management subsidiaries manage in excess of $35.8 billion for individuals, pension plans and municipalities.