---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-25-000042"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2025-03-19T23:59:59+00:00"
generated_at: "2026-05-24T12:33:33.420735+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.45
calibrated_materiality_score: 0.45
confidence: "high"
source: SEC EDGAR
---

# Raymond James Feb client assets up 12% YoY to $1.58T; cash sweep down 3%

## Summary
- Client assets under administration of $1.58T, up 12% YoY but down 1% sequentially.
- Private Client Group fee-based accounts rose 16% YoY to $896.7B.
- Domestic cash sweep and ESP balances fell 3% YoY and 1% sequentially to $56.6B.
- CEO cites strong investment banking pipeline but lower Q1 closings due to macro uncertainty.

## SEC filing metadata
- accession: 0000720005-25-000042
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2025-03-19T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.45
- calibrated_materiality_score: 0.45
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000525000042/0000720005-25-000042-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000525000042/rjf-20250319.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-25-000042
- JSON: https://secwatch.observer/filing/0000720005-25-000042.json
- Plain text: https://secwatch.observer/filing/0000720005-25-000042.txt

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