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 advisors managing $420 million to investment program at FNBO
Raymond James welcomes experienced advisor team managing $682 million in assets
Raymond James welcomes Wisconsin advisor team managing approximately $730 million in assets
Raymond James welcomes Maryland advisor team managing approximately $1 billion
Raymond James welcomes Wisconsin financial advisors managing over $200 million in assets
Raymond James launches proprietary digital AI agent to bolster operational excellence
Raymond James welcomes advisor managing $201 million in Plymouth, Michigan
Raymond James welcomes Missouri financial advisor managing approximately $175 million in assets
Raymond James welcomes advisor managing $247 million in Bluffton, South Carolina
Raymond James welcomes Texas financial advisor managing over $100 million in assets
J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.
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