Transitions Management Transitions Management submenuĪt Raymond James, our financial advisors have the freedom to offer unbiased advice that’s right for you. Resources & Support Resources & Support submenu. Why Join Raymond James Why Join Raymond James submenu. Partner With Us Partner With Us submenu. AdvisorChoice® Affiliation Option Comparison Tool. Personalized Service, State-of-the-art Support. Support and Security Support and Security submenu. Custody and Clearing Custody and Clearing submenu. Raymond James Correspondent Services Raymond James Correspondent Services submenu. Affiliation Options Affiliation Options submenu. 
Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.
Industries of Focus Industries of Focus submenuįrom personal to professional, from family to financial, there are many facets to your life. Investment Banking Investment Banking submenu. Sales & Trading Sales & Trading submenu. Equity Research Equity Research submenu. Equity Capital Markets Equity Capital Markets submenu. The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers. 
What Are You Planning For? What Are You Planning For? submenu. Account Administration and Service Costs. Client Resources Client Resources submenu. Investor Resources Investor Resources submenu. Statement of Regulatory Capital and Related Risk. About the Trust Services Division About the Trust Services Division submenu. Asset Management Asset Management submenu. Investment Products Investment Products submenu. Advice, Products & Services Advice, Products & Services submenu. Browse the list of recipients of the inaugural Raymond James Charitable Grant Initiative and see the kind of meaningful work these grants will enable. 
Raymond James Charitable Grant Initiative: Inspired by your philanthropy, the Raymond James Charitable board of trustees created a grant program to provide up to $10,000 to selected nonprofit organizations that exhibit a positive and enduring influence in their respective communities. You can name a successor advisor or complete a Legacy Giving Recommendation telling us what charities you want to receive grants, when and how much. Succession Reminder: Please make sure your plans are in place for how you want the balance of your account to be distributed upon the death of the donor advisor(s). This program allows accounts with a market value of at least $500,000 to nominate their financial advisor to select individual stocks for the DAF assets to be invested. In addition to our Liberty Strategies, in 2017 we launched our Investment Advisor Program (IAP). Investment Options: There are different options available for investing DAF assets. We always confirm addresses before mailing, but this additional step can help the check to arrive faster. If you notice the address is incorrect, please provide the correct address in your notes with the grant request. When submitting your grant request, please confirm the address matches what is shown in our database and provide contact information for new charities you are entering. Many charities are also changing their mailing addresses where they receive checks. Please allow 2.5 weeks to pass before being concerned that your check has not arrived. Grant Check Delays: Mail distribution is experiencing some delays causing grant checks to take longer than usual to reach their destination.
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