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The Raymond James Difference

Our firm is built on the foundation of client-first service. You are our priority - always.
 

Since our founding in 1962, Raymond James has focused on financial planning to help individuals reach their goals. We believe that when it comes to your money, there is no substitute for a carefully considered, disciplined investment approach that addresses your unique financial picture.

 

That's why our first priority is to establish an open and trusting rapport in an effort to discover what you need -  and want - your money to do for you and your family. From there, we develop a tailored financial plan designed to help you get where you want to go. In short, our specialty is providing financial service that begins and ends with you. 

A Legacy Continued

 

Raymond James continues an important achievement – in December of 2023, the company reported

its 144 consecutive quarter of profitability



By The Numbers*

  • Over 8,700 financial advisors

  • Over 3 million client accounts

  • Over 3,100 locations throughout the United States, Canada and overseas

  • Approximately $1.37 trillion in total client assets

  • 144 consecutive quarters of profitability


It's been our privilege over these past 62 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.



http://www.raymondjames.com


*As of 12/31/2023
1 Past performance is not indicative of future results.

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Raymond James Stadium

Home of the NFL's Tampa Bay Buccaneers

Contact Us
29122 Rancho Viejo Road
Suite 107
San Juan Capistrano, CA 92675
Phone: 949-534-9119
Fax: 949-534-9113
Toll-Free: 800-501-5919
Socialize With Us
Dean A. Romo
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Matthew Deweese

 

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
 

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 your local Raymond James 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.
Link to finra.org and sipc.org here

 

Privacy Policy notice: https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

https://www.raymondjames.com/legal-disclosures

https://brokercheck.finra.org/

 

 

 

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