Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Your dedicated transition team
Transition consultant
Technology consultant
News and Recent Joins
Raymond James welcomes seasoned financial advisor team managing over $800 million in Arizona
Raymond James welcomes experienced advisor team managing over $740 million in Juneau, Alaska
Raymond James welcomes West Virginia advisors managing over $465 million in assets
Raymond James welcomes Louisiana financial advisor managing over $312 million
Raymond James welcomes financial advisor managing $365 million in Pasadena, California
Raymond James welcomes financial advisor managing $200 million in Winter Park, Florida
Raymond James recruits Ronice Barlow as Chief Operating Officer of its Independent Contractor Division
Raymond James welcomes Alabama financial advisor managing over $140 million in assets
Raymond James welcomes experienced Florida advisor managing over $390 million in assets
Raymond James welcomes California advisor duo managing nearly $200 million in assets
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2021 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use