---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-24-000036"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2024-05-22T23:59:59+00:00"
generated_at: "2026-06-01T09:58:18.065832+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "high"
source: SEC EDGAR
---

# Raymond James April 2024 client assets under administration up 13% YoY to $1.41T

## Summary
- Client assets under administration $1,409.5B, +13% YoY, -3% MoM due to market declines.
- Private Client Group assets under administration $1,350.2B (+13% YoY, -3% MoM).
- Private Client Group fee-based accounts $776.6B (+16% YoY, -3% MoM).
- Clients' domestic cash sweep & ESP balances $56.4B (+8% YoY, -3% MoM) due to fees/taxes.
- CEO: investment banking pipeline healthy but closing timing unpredictable.

## SEC filing metadata
- accession: 0000720005-24-000036
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2024-05-22T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000524000036/0000720005-24-000036-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000524000036/rjf-20240522.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-24-000036
- JSON: https://secwatch.observer/filing/0000720005-24-000036.json
- Plain text: https://secwatch.observer/filing/0000720005-24-000036.txt

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