---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-24-000076"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2024-12-18T23:59:59+00:00"
generated_at: "2026-05-29T02:09:18.203953+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Raymond James Nov client assets record $1.60T, up 21% YoY; fee-based accounts +25%

## Summary
- Client assets under administration $1,599.7B, +21% YoY and +4% MoM on higher equity markets and net inflows.
- Private Client Group fee-based accounts $896.1B, +25% YoY; financial AUM $251.7B, +20% YoY.
- Bank loans net $46.6B, +6% YoY; domestic cash sweep and ESP $57.9B, +2% YoY, flat MoM.
- Net inflows Q1-to-date impacted by departure of one large independent branch; investment banking pipeline healthy.

## SEC filing metadata
- accession: 0000720005-24-000076
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2024-12-18T23:59:59+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/720005/000072000524000076/0000720005-24-000076-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000524000076/rjf-20241218.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-24-000076
- JSON: https://secwatch.observer/filing/0000720005-24-000076.json
- Plain text: https://secwatch.observer/filing/0000720005-24-000076.txt

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