Our Relationship with Raymond James
The Goodrich and Associates relationship with Raymond James began in 1982, when we became one of the first RJ offices west of the Mississippi. As an independent registered investment advisor, we work through Raymond James to offer the benefits of a large company (like resources, reporting, statements, trading platform and investment analysis) while delivering personal service through our team to our family of clients.
The Raymond James Story
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.
By the numbers*
- Over 6,700 financial advisors
- More than 2.7 million client accounts
- Over 2,700 locations throughout the United States, Canada and overseas
- Approximately $500 billion in total client assets
*as of 12/31/2015
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.