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 experienced advisor managing $110 million in Atlanta, Georgia
Raymond James welcomes $325 million financial advisor in Anchorage, Alaska
Raymond James invests in service excellence with proprietary generative AI Search
Raymond James welcomes Washington financial advisor managing $225 million
Raymond James welcomes experienced financial advisor managing approximately $250 million
Raymond James welcomes experienced Florida financial advisor managing over $260 million in assets
Raymond James welcomes Ohio advisor team managing approximately $769 million in assets
Raymond James advances Asset Management and Practice Management advisor support with leadership appointments
Raymond James welcomes Southern California advisor managing over $325 million in assets
Raymond James welcomes seasoned financial advisor team managing over $800 million in Arizona
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.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cornerstone Retirement Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.
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