---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-25-000064"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2025-06-25T23:59:59+00:00"
generated_at: "2026-05-18T21:40:31.822922+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Raymond James May 2025: Client assets up 9% YoY; cash sweep down 4%

## Summary
- Client assets under administration of $1,583B, up 9% YoY and 3% MoM.
- Private Client Group fee-based accounts rose 13% YoY to $909.1B.
- Financial assets under management $254.2B, up 12% YoY.
- Cash sweep & Enhanced Savings balances $54.2B, down 4% YoY and 3% MoM.
- CEO Shoukry cites higher equity markets and net inflows; investment banking pipeline remains strong.

## SEC filing metadata
- accession: 0000720005-25-000064
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2025-06-25T23:59:59+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/720005/000072000525000064/0000720005-25-000064-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000525000064/rjf-20250625.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-25-000064
- JSON: https://secwatch.observer/filing/0000720005-25-000064.json
- Plain text: https://secwatch.observer/filing/0000720005-25-000064.txt

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