---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-24-000065"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2024-11-20T23:59:59+00:00"
generated_at: "2026-05-29T22:13:29.609036+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Raymond James Oct 2024 client assets up 25% YoY, down 2% MoM on market decline

## Summary
- Client assets under administration $1,543.9B, +25% YoY; down 2% from Sep due to lower equity markets.
- Fee-based account assets $862.8B, +29% YoY; down 1% MoM.
- Cash sweep and ESP balances $57.9B, flat MoM; inflows offset quarterly fee billings.
- CEO cites departure of one large independent branch as headwind; recruiting/retention strong.
- Investment banking pipeline described as healthy with active deal flow.

## SEC filing metadata
- accession: 0000720005-24-000065
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2024-11-20T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- 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/720005/000072000524000065/0000720005-24-000065-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000524000065/rjf-20241120.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-24-000065
- JSON: https://secwatch.observer/filing/0000720005-24-000065.json
- Plain text: https://secwatch.observer/filing/0000720005-24-000065.txt

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