secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2024-05-22T23:59:59+00:00
Accession:  0000720005-24-000036
Event type: other_material
Sentiment:  neutral
Materiality: 0.35
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000524000036/0000720005-24-000036-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000524000036/rjf-20240522.htm
  HTML page:      https://secwatch.observer/filing/0000720005-24-000036

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