---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-24-000044"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2024-06-18T23:59:59+00:00"
generated_at: "2026-06-01T03:59:55.024897+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Raymond James reports May client AUA up 18% YoY to $1.45T; fee-based assets up 21%

## Summary
- Client assets under administration $1,451.4B, up 18% YoY and 3% from April.
- Private Client Group fee-based accounts $804.8B, up 21% YoY and 4% month-over-month.
- Financial assets under management $226.0B, up 17% YoY, driven by market appreciation and advisor recruiting.
- Domestic cash sweep and Enhanced Savings balances $56.2B, nearly flat vs. April, down 2% YoY.
- CEO Paul Reilly highlights healthy investment banking pipeline but uncertain closing timing.

## SEC filing metadata
- accession: 0000720005-24-000044
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2024-06-18T23:59:59+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/720005/000072000524000044/0000720005-24-000044-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000524000044/rjf-20240618.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-24-000044
- JSON: https://secwatch.observer/filing/0000720005-24-000044.json
- Plain text: https://secwatch.observer/filing/0000720005-24-000044.txt

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