Crux and
Raymond James


BETTER TOGETHER.

We live in a complicated world. Technology is constantly changing and the regulatory environment is increasingly challenging. This is why we knew we needed a partner when we made the move to independence. Raymond James was the clear choice with the culture of a family business and the scale and resources of one of the largest wealth management firms in the industry.

Raymond James by the Numbers1

7900
Financial Advisors

$824 bil
In Total Client Assets

126
Consecutive Quarters of Profitability*

SUPPORT – CONCIERGE SERVICE.

Raymond James standard level of service has attracted some of the industry’s top talent over the last several years. As one of their top groups, all of our advisors and operations support qualify for Raymond James Concierge Service which provides expedited support and access to their best resources.

CULTURE – ADVISOR AND CLIENT FIRST.

It was vital that we found a partner committed to putting clients and advisors first. Raymond James has always strived to be Wall Street’s best alternative for clients and advisors looking for long-term relationships as opposed to quick transactions. The firm operates like a family business with the scale and resources of one of the largest wealth management firms.

TECHNOLOGY – FULLY INTEGRATED. YET FLEXIBLE.

Raymond James invests hundreds of millions of dollars annually - $250 million in 2017 alone - in technology to support advisor-client collaboration. Their award-winning platform offers fully integrated and sophisticated tools to provide a cutting-edge experience for our advisors. However, if you’re leveraging a third-party solution for CRM, performance reporting or financial planning, you have the flexibility to continue using them.

RESEARCH – BROAD SCOPE. DEEP COVERAGE.

Raymond James’ research is a cornerstone of the organization. Whether your clients need equities, fixed income or mutual funds, you will not be disappointed with the extensive research capabilities. Raymond James is one of the largest research organizations in the brokerage industry. Also, advisors have access to fixed income inventories from more than 100 broker/dealers helping to ensure that you receive competitive price execution.

*Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.
1Approximate numbers as of: 06/30/2019