---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-24-000027"
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: "2026-06-04T12:30:00.752696+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Raymond James Feb 2024: record client AUA $1.42T, cash sweep +13% YoY

## Summary
- Record client assets under administration of $1.416T, up 18% YoY and 3% MoM.
- Private Client Group fee-based accounts rose 19% YoY to $775.4B.
- Domestic cash sweep + ESP balances reached $58.2B, up 13% YoY and 1% MoM.
- Investment banking pipelines healthy; improvement in closings noted in February.
- Strong advisor retention and recruiting results contributed to growth.

## SEC filing metadata
- accession: 0000720005-24-000027
- 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: other_material
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000524000027/0000720005-24-000027-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000524000027/rjf-20240320.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-24-000027
- JSON: https://secwatch.observer/filing/0000720005-24-000027.json
- Plain text: https://secwatch.observer/filing/0000720005-24-000027.txt

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