Description

Raymond James has focused on financial planning to help individuals reach their goals. We believe that when it comes to your money,
there is no substitute for a carefully considered, disciplined investment approach that addresses your unique financial picture. That’s why our first priority is to establish an open and trusting rapport in an effort to discover what you need – and want – your money to do for you and your family. From there, we develop a tailored financial plan designed to help you get where you want to go. In short, our specialty is providing financial service that begins and ends with you.

Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. And, more than 55 years after our founding, we remain true to our core tenets of conservatism, independence, integrity and client-first service – laying the groundwork for financial strength and stability

Marlene Debel:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Jeffrey Edwards:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Benjamin Esty:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Art Garcia:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Anne Gates:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Gordon Johnson:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Raymond McDaniel:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Roderick McGeary:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Cecily Mistarz:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Paul Reilly:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Raj Seshadri:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No
Paul Shoukry:
qone: No, qtwo: No, qthree: No, qfour: No, qfive: No, qsix: No

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5 Benchmark > 4 Excellent > 3  Good > 2 Caution > 1 Risk

 

 

 

NYSE
US754730AF69

 

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Shareholders holding 5% +


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Material Subsidiaries/Associates


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Credit Rating

NameLogoCountryHeadquartersRating
FitchCredit LogoUnited States of AmericaNew YorkA-
Moody'sCredit LogoUnited States of AmericaNew YorkA3
S & P GlobalCredit LogoUnited States of AmericaNew YorkA-

 

Countries Operations/ Offices


 

Company Directors

Name
Nationality
Age
Role
Qualification
Name

Marlene

Non Executive
NationalityAmerican
RoleNED
QualificationMBA & BS
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Jeffrey

Non Executive
NationalityAmerican
RoleNED
QualificationMBA
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Benjamin

Non Executive
NationalityAmerican
RoleNED
QualificationMBA & Ph.D in Business Economics
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Art

Non Executive
NationalityAmerican
64
RoleNED
QualificationBacc, CPA
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Anne

Non Executive
NationalityAmerican
66
RoleNED
QualificationNot Available
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Gordon

Non Executive
NationalityAmerican
RoleNED
QualificationNot Available
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Raymond

Non Executive
NationalityAmerican
68
RoleNED
QualificationB.A in Political Science
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Roderick

Non Executive
NationalityAmerican
76
RoleNED
QualificationB.S. degree in Accounting
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Cecily

Non Executive
NationalityUnited States of America
RoleNED
QualificationNot Available
Date Appointed: 01/01/2024
Duration:
2 years and 8 months
Independance: Y
Name

Paul

Executive
NationalityAmerican
RoleChairman and CEO
QualificationBSc & MBA
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Raj

Non Executive
NationalityAmerican
RoleNED
QualificationMBA & Ph.D
Date Appointed: 01/01/2010
Duration:
16 years and 8 months
Independance: N
Name

Paul

Executive
NationalityUnited States of America
RoleCFO and President
QualificationNot Available
Date Appointed: 20/02/2024
Duration:
2 years and 6 months
Independance: Y

 

Directors Tenure

Name
Duration
Name

Marlene Debel

Duration16 years and 8 months
Name

Jeffrey Edwards

Duration16 years and 8 months
Name

Benjamin Esty

Duration16 years and 8 months
Name

Art Garcia

Duration16 years and 8 months
Name

Anne Gates

Duration16 years and 8 months
Name

Gordon Johnson

Duration16 years and 8 months
Name

Raymond McDaniel

Duration16 years and 8 months
Name

Roderick McGeary

Duration16 years and 8 months
Name

Cecily Mistarz

Duration2 years and 8 months
Name

Paul Reilly

Duration16 years and 8 months
Name

Raj Seshadri

Duration16 years and 8 months
Name

Paul Shoukry

Duration2 years and 6 months

 

Director Experience

Name
Experience
Name

Marlene

Experience Insurance, Investment, Financial Services
Name

Jeffrey

Experience Financial Services, Investment
Name

Benjamin

Experience Education, Business Services
Name

Art

Experience Financial Services, Other
Name

Anne

Experience Clothing, Other
Name

Gordon

Experience Financial Services, Professional Firm, Other
Name

Raymond

Experience Financial Services, Professional Firm
Name

Roderick

Experience Professional Firm, Banking, Financial Services
Name

Cecily

Experience Financial Services, Banking
Name

Paul

Experience Professional Firm, Banking, Financial Services, Investment
Name

Raj

Experience Professional Firm, Retail, Other
Name

Paul

Experience Financial Services, Banking, Investment

 

Company Auditors

Name
Date Appointed
Years
Name

KPMG

Date Appointed01/01/2017
Year9 years and 8 months

 

Company Past Directors

Name
ED/NED
Role
Name

Bob

ED/NEDExecutive
RoleNED
Date Appointed: 01/01/2010
Date Resigned: 01/01/2024

 

Company Committees

Name

Marlene Debel

Mainboard, Audit, Remuneration BD, AU, RC
Name

Jeffrey Edwards

Mainboard, Audit, Remuneration BD, RE, NG
Name

Benjamin Esty

Mainboard, Audit, Remuneration BD, RE, NG
Name

Art Garcia

Mainboard, Audit, Remuneration BD, RC
Name

Anne Gates

Mainboard, Audit, Remuneration BD, AU, NG
Name

Gordon Johnson

Mainboard, Audit, Remuneration BD, RC, RE
Name

Raymond McDaniel

Mainboard, Audit, Remuneration BD, AU, RC, RE
Name

Roderick McGeary

Mainboard, Audit, Remuneration BD, AU, RC, NG
Name

Cecily Mistarz

Mainboard, Audit, Remuneration BD, AU, RC
Name

Paul Reilly

Mainboard, Audit, Remuneration BD, EX
Name

Raj Seshadri

Mainboard, Audit, Remuneration BD, RC, RE
Name

Paul Shoukry

Mainboard, Audit, Remuneration BD, EX

 

Committee
Abbreviation
Supervisory Board
SB
Board
BD
Risk & Compliance
RC
Audit
AU
Remuneration
RE
Capital investment
CI
Industry Specific
IS
Nominations & Governance
NG
Health, Safety & Environment
HS
Social & Ethics
SE
Technology
TE
Executive
EX
Other
OT