---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-24-000060"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2024-09-25T23:59:59+00:00"
generated_at: "2026-05-31T01:57:10.699489+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Raymond James reports record client assets of $1.54T in August, up 19% YoY

## Summary
- Client assets under administration grew to record $1.54T, up 19% YoY and 2% MoM.
- Private Client Group fee-based accounts rose 22% YoY to $860.2B.
- Cash sweep and ESP balances were $56.3B, down 2% YoY but up 1% MoM.
- CEO cites strong advisor retention, recruiting, and equity market appreciation.
- Investment banking pipeline healthy but timing of closings uncertain.

## SEC filing metadata
- accession: 0000720005-24-000060
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2024-09-25T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000524000060/0000720005-24-000060-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000524000060/rjf-20240925.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-24-000060
- JSON: https://secwatch.observer/filing/0000720005-24-000060.json
- Plain text: https://secwatch.observer/filing/0000720005-24-000060.txt

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