Mission Statement, Vision, & Core Values of Raymond James Financial, Inc. (RJF)

Have you ever wondered what drives a financial powerhouse like Raymond James? With record annual net revenues of $12.82 billion and net income available to common shareholders of $2.06 billion for fiscal year 2024, their mission, vision, and core values clearly play a significant role. But what exactly are they, and how do they contribute to such impressive financial results?

Understanding these guiding principles can provide valuable insights into how Raymond James operates and maintains its position as a leading independent financial services firm. Are you curious to learn more about the values that underpin their success and how they prioritize client relationships?

Raymond James Financial, Inc. (RJF) An Overview of

Raymond James Financial, Inc. (RJF) is a diversified financial services company providing an array of investment and wealth management services to individuals, corporations, and municipalities. Founded in 1962 and headquartered in St. Petersburg, Florida, the company has grown to become a significant player in the financial services industry. As of April 2025, Raymond James operates through several subsidiaries, including Raymond James & Associates, Raymond James Financial Services, and Raymond James Investment Services.

Raymond James offers a broad range of products and services, including:

• Wealth management and financial planning
• Investment banking
• Asset management
• Capital markets services
• Private client services

In fiscal year 2024, Raymond James reported record revenues, driven primarily by strong performance in its Private Client Group and Asset Management segments. The company's total net revenue reached $12.42 billion, a 13% increase compared to fiscal year 2023.

Raymond James' financial performance in fiscal year 2024 demonstrates its strength and stability in the financial services sector. The company's record revenue of $12.42 billion was supported by robust growth in its key business segments. The Private Client Group, which provides wealth management and financial planning services, saw a significant increase in client assets and fee-based revenue. Asset Management also performed strongly, benefiting from favorable market conditions and increased assets under management. The Investment Banking segment experienced fluctuations due to market volatility but remained a significant contributor to overall revenue.

Interested in learning more? Discover the story behind Raymond James, including its origins, mission, and ownership structure: Raymond James Financial, Inc. (RJF): History, Ownership, Mission, How It Works & Makes Money

Raymond James Financial, Inc. (RJF) Mission Statement

Raymond James' mission statement is 'To provide financial solutions and build long-term relationships based on integrity, trust and service.' This statement guides the firm's daily operations and long-term objectives, focusing on delivering comprehensive financial services while prioritizing ethical conduct and client satisfaction.

The mission statement includes several core components:

• Financial Solutions: Raymond James offers a wide array of financial products and services tailored to meet the diverse needs of its clients.
• Long-Term Relationships: The firm emphasizes building enduring relationships with clients, fostering loyalty and mutual success.
• Integrity: Raymond James is committed to upholding the highest ethical standards in all its business dealings, ensuring transparency and honesty.
• Trust: The firm seeks to establish and maintain the trust of its clients through consistent, reliable service and advice.
• Service: Raymond James is dedicated to providing exceptional service, exceeding client expectations and delivering personalized support.

Raymond James' commitment to these principles is reflected in its consistent financial performance and client satisfaction ratings. For example, in fiscal year 2024, Raymond James reported record revenues of $12.56 billion and net income of $1.25 billion, demonstrating its ability to deliver financial solutions effectively. As of December 31, 2024, total client assets under administration reached $1.47 trillion and total financial assets under management reached $268.25 billion. These figures highlight the trust clients place in the firm and its ability to manage wealth effectively.

Raymond James' dedication to integrity and ethical conduct is evident in its numerous accolades and recognitions. The firm has consistently been named among the 'World's Most Ethical Companies' by Ethisphere Institute, underscoring its commitment to ethical business practices. This commitment extends to its corporate social responsibility initiatives, which focus on supporting communities and promoting sustainability.

The emphasis on service is also a key differentiator for Raymond James. The firm invests heavily in training and development programs for its financial advisors, ensuring they have the knowledge and skills to provide personalized advice and support. Client satisfaction surveys consistently show high levels of satisfaction with the firm's service, with a significant percentage of clients indicating they would recommend Raymond James to others.

Raymond James' mission statement is more than just words; it is a guiding principle that shapes the firm's culture, operations, and long-term strategy. By focusing on financial solutions, long-term relationships, integrity, trust, and service, Raymond James has built a strong reputation and a loyal client base. For further insights into Raymond James Financial, Inc.'s financial health, you can read more here: Breaking Down Raymond James Financial, Inc. (RJF) Financial Health: Key Insights for Investors.

Raymond James Financial, Inc. (RJF) Vision Statement of

Raymond James Financial, Inc. operates with a clearly defined mission, vision, and a strong set of core values. Understanding these elements provides insight into the company's strategic objectives and operational philosophy. As of April 2025, the company's commitment to these principles remains a driving force behind its approach to wealth management, investment banking, and capital markets.

For further insights into Raymond James Financial, Inc., explore: Raymond James Financial, Inc. (RJF): History, Ownership, Mission, How It Works & Makes Money

Raymond James' mission is to provide financial services with integrity, objectivity, and a focus on long-term client success. This commitment is evident in their approach to wealth management, investment strategies, and client relationships. The company emphasizes personalized service, tailoring advice to meet the unique needs and goals of each client. This client-centric approach has been a cornerstone of Raymond James' operations, fostering trust and long-term partnerships.

Raymond James is dedicated to:

• Putting clients first
• Offering unbiased advice
• Delivering comprehensive financial solutions

Raymond James envisions being a premier provider of financial services, known for its client-first culture, integrity, and commitment to long-term relationships. This vision drives the company's strategic initiatives and operational decisions. The firm aims to be a trusted partner for clients, helping them achieve their financial goals through personalized advice and comprehensive solutions. Raymond James' dedication to this vision is evident in its consistent financial performance and client satisfaction.

Raymond James' core values are the guiding principles that shape the company's culture and behavior. These values include:

• Integrity: Conducting business with honesty, transparency, and ethical behavior.
• Client-First: Prioritizing the needs and goals of clients in every decision.
• Independence: Maintaining objectivity and providing unbiased advice.
• Long-Term Focus: Building lasting relationships and pursuing sustainable growth.
• Professionalism: Adhering to high standards of competence and service.

These core values are deeply ingrained in the firm's culture, influencing how Raymond James conducts business and interacts with clients, employees, and the community.

Raymond James Financial, Inc. (RJF) Core Values of

Raymond James Financial, Inc. operates with a mission to provide financial services based on integrity, independence, and a client-first approach. The firm's vision is to be a premier provider of financial services, known for its commitment to clients, communities, and associates. These principles are reflected in its core values, which guide the company's actions and decisions.

Client First

Raymond James emphasizes putting clients' needs first, ensuring that financial solutions are tailored to their specific goals and circumstances. This commitment is evident in their approach to wealth management and financial planning. For example, Raymond James' Private Client Group focuses on providing personalized advice and services to individuals and families. According to the Raymond James 2024 Fact Card, the firm managed $1.48 trillion in client assets. This substantial figure underscores the trust clients place in Raymond James to manage their financial futures.

The firm's dedication to client-first service is further demonstrated through its advisor-led model, where financial advisors build long-term relationships with their clients. Raymond James' advisors work to understand each client's unique situation and develop customized financial plans to help them achieve their goals. This approach is supported by the firm's resources and technology, which enable advisors to provide comprehensive and personalized advice.

Raymond James' commitment to putting clients first is also reflected in its approach to transparency and disclosure. The firm is committed to providing clients with clear and understandable information about its fees, services, and potential conflicts of interest. This transparency helps clients make informed decisions about their financial futures and builds trust between clients and advisors.

Examples of Client First value in action:

• Personalized Financial Planning: Tailoring financial plans to meet the unique needs of each client.
• Transparency: Providing clear and understandable information about fees and services.
• Advisor-Led Model: Building long-term relationships between financial advisors and clients.

Integrity

Integrity is a cornerstone of Raymond James' corporate culture. The firm is committed to conducting business with honesty, ethics, and transparency. This commitment is reflected in its code of conduct, which outlines the firm's expectations for ethical behavior. Raymond James' emphasis on integrity extends to all aspects of its business, from its relationships with clients and employees to its interactions with regulators and the public.

Raymond James’ dedication to integrity is evident in its compliance programs, which are designed to prevent and detect misconduct. The firm invests heavily in training and education to ensure that its employees understand their ethical obligations. Raymond James also has a robust internal audit function that monitors compliance with its policies and procedures.

The firm's commitment to integrity is also reflected in its approach to risk management. Raymond James has a comprehensive risk management framework that identifies, assesses, and mitigates risks across the organization. This framework helps to ensure that the firm operates in a safe and sound manner and that it protects the interests of its clients and shareholders.

Examples of Integrity value in action:

• Ethical Conduct: Adhering to a strict code of conduct in all business dealings.
• Compliance Programs: Investing in programs to prevent and detect misconduct.
• Risk Management: Implementing a comprehensive framework to manage risks effectively.

Independence

Raymond James values its independence, which allows it to provide unbiased advice and services to its clients. The firm is not owned by a bank or insurance company, which helps to avoid conflicts of interest. This independence enables Raymond James to focus solely on the best interests of its clients.

Raymond James' independence is also reflected in its research capabilities. The firm has a team of independent analysts who provide objective research on a wide range of companies and industries. This research helps Raymond James' advisors to make informed investment recommendations to their clients.

The firm's commitment to independence is further demonstrated through its open architecture platform, which allows advisors to offer a wide range of investment products and services from various providers. This platform ensures that clients have access to the best possible solutions for their needs, regardless of whether they are offered by Raymond James or another firm.

Examples of Independence value in action:

• Unbiased Advice: Providing advice free from conflicts of interest.
• Independent Research: Offering objective research to inform investment decisions.
• Open Architecture Platform: Providing access to a wide range of investment products and services.

Raymond James Financial, Inc.'s core values of client first, integrity, and independence form the foundation of its business philosophy. These values guide the firm's actions and decisions, ensuring that it operates in the best interests of its clients, employees, and communities. For further insights into the financial health of Raymond James, you might find this resource useful: Breaking Down Raymond James Financial, Inc. (RJF) Financial Health: Key Insights for Investors.