home · filing · 0000720005-24-000025
8-K filed March 20, 2024, 7:59 PM ET
ticker RJF
CIK 0000720005
leadership
confidence high
sentiment neutral
materiality 0.70
Raymond James appoints Paul Shoukry President, names CEO successor; COO Dowdle to retire
RAYMOND JAMES FINANCIAL INC
CFO Paul Shoukry (40) named President effective March 19, 2024; expected to become CEO during fiscal 2025.
Current Chair & CEO Paul Reilly to remain as executive chair after transition.
COO Jeff Dowdle to retire effective Sept 30, 2024; Scott Curtis (Private Client Group President) to succeed him as COO on Oct 1, 2024.
Tash Elwyn to become President of Private Client Group; Jim Bunn to become President of Capital Markets, both effective Oct 1, 2024.
Dowdle to serve as Vice Chair in advisory role post-retirement to ensure smooth transition.
Executive movements
Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements .
Effective 2024-10-01
Filed March 20, 2024, 7:59 PM ET
Scott A. Curtis, President, Private Client Group, has been appointed as Chief Operating Officer to succeed Mr. Dowdle, effective October 1, 2024.
Effective 2024-10-01
Filed March 20, 2024, 7:59 PM ET
At such time, Mr. Dowdle will be appointed Vice Chair and will serve in an advisory role to facilitate a smooth transition.
Effective 2024-03-19
Filed March 20, 2024, 7:59 PM ET
On March 19, 2024, the Board of Directors of Raymond James Financial, Inc. (the “Company”) appointed Chief Financial Officer Paul M. Shoukry (40) as President of the Company, effective March 19, 2024.
Effective 2024-09-30
Successor Scott A. Curtis
Filed March 20, 2024, 7:59 PM ET
the Company announced that Chief Operating Officer Jeffrey A. Dowdle will retire from such role effective September 30, 2024
Key facts
Extracted from this filing and checked against the source text.
Executive change
SEC 8-K Item 5.02
confidence 1.0
Scott A. Curtis was appointed as Chief Operating Officer at RAYMOND JAMES FINANCIAL INC.
Action appointed
Role Chief Operating Officer
Exact text from the filing
Scott A. Curtis, President, Private Client Group, has been appointed as Chief Operating Officer to succeed Mr. Dowdle, effective October 1, 2024.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Jeffrey A. Dowdle was appointed as Vice Chair at RAYMOND JAMES FINANCIAL INC.
Action appointed
Role Vice Chair
Exact text from the filing
At such time, Mr. Dowdle will be appointed Vice Chair and will serve in an advisory role to facilitate a smooth transition.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Paul M. Shoukry was appointed as President at RAYMOND JAMES FINANCIAL INC.
Action appointed
Role President
Exact text from the filing
On March 19, 2024, the Board of Directors of Raymond James Financial, Inc. (the “Company”) appointed Chief Financial Officer Paul M. Shoukry (40) as President of the Company, effective March 19, 2024.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Jeffrey A. Dowdle departed as Chief Operating Officer at RAYMOND JAMES FINANCIAL INC.
Action retire
Role Chief Operating Officer
Exact text from the filing
the Company announced that Chief Operating Officer Jeffrey A. Dowdle will retire from such role effective September 30, 2024
View on SEC.gov
Source: SEC EDGAR
accession 0000720005-24-000025
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