{"schema_version":"secwatch.filing_event.v1","accession":"0000720005-24-000025","form_type":"8-K","ticker":"RJF","cik":"0000720005","company_name":"RAYMOND JAMES FINANCIAL INC","filed_at":"2024-03-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.749012+00:00","generated_at":"2026-06-04T12:29:31.025301+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Raymond James appoints Paul Shoukry President, names CEO successor; COO Dowdle to retire","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000720005-24-000025","json":"https://secwatch.observer/filing/0000720005-24-000025.json","markdown":"https://secwatch.observer/filing/0000720005-24-000025.md","text":"https://secwatch.observer/filing/0000720005-24-000025.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/rjf-20240319.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T12:29:31.025301+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2648e2dfca","claim":"Scott A. Curtis was appointed as Chief Operating Officer at RAYMOND JAMES FINANCIAL INC.","evidence_excerpt":"Scott A. Curtis, President, Private Client Group, has been appointed as Chief Operating Officer to succeed Mr. Dowdle, effective October 1, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Operating Officer"}],"fact_type":"executive_change"},{"claim_id":"42eb5cc92c","claim":"Jeffrey A. Dowdle was appointed as Vice Chair at RAYMOND JAMES FINANCIAL INC.","evidence_excerpt":"At such time, Mr. Dowdle will be appointed Vice Chair and will serve in an advisory role to facilitate a smooth transition.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Vice Chair"}],"fact_type":"executive_change"},{"claim_id":"467ad5063a","claim":"Paul M. Shoukry was appointed as President at RAYMOND JAMES FINANCIAL INC.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"President"}],"fact_type":"executive_change"},{"claim_id":"5c5ee83a4d","claim":"Jeffrey A. Dowdle departed as Chief Operating Officer at RAYMOND JAMES FINANCIAL INC.","evidence_excerpt":"the Company announced that Chief Operating Officer Jeffrey A. Dowdle will retire from such role effective September 30, 2024","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"Chief Operating Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}