secwatch.observer — SEC 8-K summary
======================================

Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2024-03-20T23:59:59+00:00
Accession:  0000720005-24-000025
Event type: leadership
Sentiment:  neutral
Materiality: 0.70
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/0000720005-24-000025-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000524000025/rjf-20240319.htm
  HTML page:      https://secwatch.observer/filing/0000720005-24-000025

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer