---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-25-000029"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2025-02-19T23:59:59+00:00"
generated_at: "2026-05-26T12:40:39.565872+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

# Raymond James January 2025: client assets under administration up 15% YoY to $1.59T

## Summary
- Private Client Group assets under administration $1.52T, up 16% YoY and 2% from Dec 2024.
- Fee-based account assets $898.4B, up 20% YoY; financial assets under mgmt $250.9B up 17%.
- Bank loans net $47.5B, up 8% YoY and 1% from prior month; cash sweep/ESP $57.3B flat YoY, down 4% MoM.
- CEO cites higher equity markets and modest net inflows for asset growth; investment banking pipeline healthy.

## SEC filing metadata
- accession: 0000720005-25-000029
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2025-02-19T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000525000029/0000720005-25-000029-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000525000029/rjf-20250219.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-25-000029
- JSON: https://secwatch.observer/filing/0000720005-25-000029.json
- Plain text: https://secwatch.observer/filing/0000720005-25-000029.txt

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