---
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"
generated_at: "2026-06-04T12:29:31.025301+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Raymond James appoints Paul Shoukry President, names CEO successor; COO Dowdle to retire

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-24-000025
- JSON: https://secwatch.observer/filing/0000720005-24-000025.json
- Plain text: https://secwatch.observer/filing/0000720005-24-000025.txt

## Key facts
- Executive change
  Scott A. Curtis was appointed as Chief Operating Officer at RAYMOND JAMES FINANCIAL INC.
  - Action: appointed
  - Role: Chief Operating Officer
  source text: Scott A. Curtis, President, Private Client Group, has been appointed as Chief Operating Officer to succeed Mr. Dowdle, effective October 1, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm
- Executive change
  Jeffrey A. Dowdle was appointed as Vice Chair at RAYMOND JAMES FINANCIAL INC.
  - Action: appointed
  - Role: Vice Chair
  source text: At such time, Mr. Dowdle will be appointed Vice Chair and will serve in an advisory role to facilitate a smooth transition.
  evidence_url: https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm
- Executive change
  Paul M. Shoukry was appointed as President at RAYMOND JAMES FINANCIAL INC.
  - Action: appointed
  - Role: President
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm
- Executive change
  Jeffrey A. Dowdle departed as Chief Operating Officer at RAYMOND JAMES FINANCIAL INC.
  - Action: retire
  - Role: Chief Operating Officer
  source text: the Company announced that Chief Operating Officer Jeffrey A. Dowdle will retire from such role effective September 30, 2024
  evidence_url: https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
