Onpoint Wealth Partners

Raymond James Financial, Inc., through its subsidiaries, engages in the underwriting, distribution, trading, and brokerage of equity and debt securities, and the sale of mutual funds and other investment products in the United States, Canada, Europe, and internationally. It operates in five segments: Private Client Group (PCG), Capital Markets, Asset Management, RJ Bank, and Other. The PCG segment offers securities transaction services, including the sale of equities, mutual funds, fixed income products, and insurance products to individual clients; investment advisory, investment, and margin loan services; custodial, trading, research, and other support services; insurance and annuity products; diversification strategies and alternative investment products; and borrowing and lending of securities to and from other broker-dealers, financial institutions, and other counterparties. The Capital Markets segment engages in the fixed income and equity institutional sales and trading activities; equity research and investment banking activities; and syndication and related management of investments that qualify for tax credits. It also provides debt and equity underwriting, merger and acquisition, advisory, and public finance services. The Asset Management segment offers investment advisory and related administrative, and asset management services to individual and institutional investors through third-party broker-dealers; and administrative support services, such as trade execution, record-keeping, and periodic investor reporting, as well as sponsors a family of mutual funds. The RJ Bank segment provides corporate loans, SBL, tax-exempt loans, and residential loans. The Other segment engages in the private equity activities, including various direct and third-party private equity investments; and private equity funds. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.