company RJF - SteadyBase

steadybase-$ company RJF

account_id none on file

legal_name Raymond James Financial Inc

ticker RJF

cik 720005

domain raymondjames.com

linkedin_company_url https://www.linkedin.com/company/raymond-james-financial-inc-

entry_point_account_id none on file

name Raymond James Financial Inc.

exchange NYSE

sector Finance

hq St Petersburg, FL, United States

irhttps://www.raymondjames.com/wealth-management/advice-products-and-services/investment-solutions/fixed-income/municipal-bonds/important-resources-for-municipal-bond-investors

sector index/company/sector/finance/

calls 24 filings 40 executives 18 family 0

why_nownone on file

calls

Adjusting for the previously mentioned legal matter reserve in the quarter, Non-compensation expenses of $633 million increased 20% sequentially. Adjusting for the previously mentioned legal matter reserve in the quarter, non-compensation expenses were $575 million, up 9% sequentially. While the third quarter typically experiences higher seasonal costs related to conferences and events, a large portion of this quarterly increase also supports firm-wide growth initiatives, including advisor recruiting, professional fees associated with increased underwriting activity, and higher investment sub-advisory fee expense.

Jul 23, 2025 / receipt, needs a key / Butch Orlong, CFO | earnings call 2025-07-23 | transcript b6ad04f9-2c76-4cf1-93a7-11ed46e6d5bc | chars 15168-15789 | segment 15

Yeah, I mean, each period of volatility is different. So one of our best recruiting years in history was during the financial crisis when advisors were looking for a source of strength and stability. And with all the industry disruption and M&A and firms exiting the business, we were huge beneficiaries of that because we had a strong balance sheet, as we do today. We have a strong balance sheet, and I think we are viewed by advisors in the industry as a source of strength and stability for their businesses and for their clients. So we think that there's still movement just based on the pipelines and the discussions that we're having and the home office visits that we're having. And I've been traveling across the country meeting with very high quality prospects that are interested in moving. And so we're still optimistic about the pipelines and the recruiting activity going forward.

Apr 23, 2025 / receipt, needs a key / Paul, CEO | earnings call 2025-04-23 | transcript 7abb5d7a-c17a-4493-952d-5274f587bef1 | chars 29225-30119 | segment 29

Last week, we had our global top financial advisor conference in Montreal. It was wonderful to spend time with our top advisors across our affiliation options from the US, Canada, and the UK. They are extremely pleased with Raymond James, expressing a deep appreciation for our unique advisor and client-focused culture, along with our robust platform. Just a week prior, we hosted all of our investment banking managing directors in Tampa, and they also conveyed enthusiasm for a unique combination of values and capabilities that enabled them to best serve clients. Since the CEO succession announcement last year, I have been spending a large portion of my time traveling to meet with as many advisors, bankers, associates, and clients as possible.

Apr 23, 2025 / receipt, needs a key / Paul Shugry, CEO | earnings call 2025-04-23 | transcript 7abb5d7a-c17a-4493-952d-5274f587bef1 | chars 1848-2599 | segment 1

Over the past nine months, I have been spending much of my time traveling across the country meeting with our financial advisors, investment bankers, associates, and clients.

Jan 29, 2025 / receipt, needs a key / Paul Shukri, CEO | earnings call 2025-01-29 | transcript c8cd163c-4424-41b0-b058-a6d479b79bed | chars 18153-18327 | segment 18

You know, IT, the technology expenses, we typically pull back on external support during the December quarter just because it's a little bit slower for those vendors as well even to bring people in. It's a relatively quiet quarter for conferences and trips and And it was also a relatively favorable quarter for legal and regulatory.

Jan 24, 2024 / receipt, needs a key / Paul Reilly, CEO | earnings call 2024-01-24 | transcript 16be787a-87c1-40f5-a674-67bbbf36e2cc | chars 23186-23519 | segment 23

I've spent a lot of time in these last few weeks in front of our advisors, first traveling with our top producing independent advisors on a great trip, Great to see the success in their business and the positive nature of how they feel about the firm. And then attending our RCS conference, our RIA division and clearing firms.

Oct 25, 2023 / receipt, needs a key / Paul Reilly, CEO | earnings call 2023-10-25 | transcript e0da606b-1030-4d03-908c-645e7b115d84 | chars 2185-2512 | segment 2

Non-compensation expenses of $469 million, which includes $47 million of acquisition-related expenses included in our non-GAAP earnings adjustment, reflecting the advisor recognition event and conferences, as well as increased pent-up travel during the quarter.

Jul 27, 2022 / receipt, needs a key / CFO, CFO | earnings call 2022-07-27 | transcript d716a845-a322-4b2f-9483-83fa61791250 | chars 16752-17013 | segment 16

Hopefully, by then, we will have more clarity on other important variables, such as the outlook for investment banking revenues, the level of business development expenses as conferences and travel continue to ramp up, and the impact of recently closed and pending acquisitions.

Apr 27, 2022 / receipt, needs a key / Paul Reilly, CEO | earnings call 2022-04-27 | transcript bbc6fee5-5eb7-4d63-a844-093c18f79887 | chars 17554-17832 | segment 17

As business development expenses increase with travel and conferences resuming, and as net loan growth drives higher associated bank loan loss provisions for credit losses.

Jan 1, 2022 / receipt, needs a key / Paul Shoukry, CFO | earnings call 2022-01-01 | transcript 1fdf75cc-00be-43b3-b2a0-928ce41520c5 | chars 14411-14583 | segment 14

So, you know, I would be very surprised that, you know, most of the things here in the second quarter we've postponed and pushed back. Unfortunately, due to the COVID spread, I would be very surprised if we are able to even exit the year at the $50 million run rate per quarter, unfortunately. And I say unfortunately because... You know, we really do want to get back to traveling again, to having the advisor recognition trips and the conferences. So, you know, I think that's kind of the glide path. It's probably a longer, a flatter glide path than we thought this time last quarter, unfortunately.

Jan 1, 2022 / receipt, needs a key / Paul, CFO | earnings call 2022-01-01 | transcript 1fdf75cc-00be-43b3-b2a0-928ce41520c5 | chars 38212-38814 | segment 39

So we certainly have learned you can do a lot of things with less travel. There's a lot of things that require that face-to-face input. And, you know, frankly, we all know it from our own firms. There's a lot of the People are tired of not being together and not seeing each other and interacting, even though they like the flexibility. So we've got to find that balance. But the conferences are important culturally. They're important to get people together. It keeps their bond with the firm and for training development. I mean, there's a lot of facets, and they do cost money. But just as the investor conferences of many people on this firm will start back up post-COVID, some have been able to sneak some in. But, you know, you do them for the same reason, and so will we.

Jan 1, 2022 / receipt, needs a key / Paul, CFO | earnings call 2022-01-01 | transcript 1fdf75cc-00be-43b3-b2a0-928ce41520c5 | chars 40310-41088 | segment 41

We also expect business development expenses to pick up as travel, recognition trips, and conferences have already started resuming in the fiscal first quarter, which our advisors and associates are really excited about.

Nov 27, 2021 / receipt, needs a key / Paul Riley, CEO | earnings call 2021-11-27 | transcript b5e09eb6-2042-4052-9df4-870306432b41 | chars 13536-13756 | segment 13

filings

Part-Time Branch Operations Specialist-Birmingham, AL | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Birmingham-Alabama---United-States/Part-Time-Branch-Operations-Specialist-Birmin

company_statement / Sep 16, 2026 / receipt

Registered Client Service Associate-Charleston, SC | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Charleston-South-Carolina---United-States/Registered-Client-Service-Associate-Charl

company_statement / Sep 16, 2026 / receipt

Senior Registered Client Service Associate-Birmingham, AL | {"ats": "workday", "city": null, "state": null, "job_id": "/job/AL---Birmingham---2900-Highway-280-S-Ste-100/Senior-Registered-Client-Servic