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Insights

Strategic Market Position Raymond James Investment Services operates within the competitive UK wealth management sector, supporting over 100 independent practices, which indicates opportunities to offer advanced client management tools and tailored financial technology solutions to enhance their advisory services.

Operational Technology Usage With a tech stack including Power BI, Python, and Nagios, the company demonstrates a strong emphasis on data analytics and system monitoring, suggesting potential for expanding solutions related to data integration, analytics, and cybersecurity to improve operational efficiency.

Financial Stability Generating an estimated revenue between $250 million and $500 million, Raymond James Investment Services exhibits solid financial health, creating opportunities for upselling premium financial products, advanced investment platforms, and scalable technology services.

Growth and Expansion As part of Raymond James Financial with a global presence and $1.73 trillion in assets under administration, there are prospects to explore cross-border financial technology solutions and strategic partnerships that support international wealth management expansion.

Client-Centric Approach Focusing on trusted advice and personalized service positions Raymond James as a valuable partner for innovative solutions in client engagement platforms, CRM systems, and compliance tools that enhance customer experience and regulatory adherence.

Raymond James Investment Services Tech Stack

Raymond James Investment Services uses 8 technology products and services including Power BI, Ansible, Webpack, and more. Explore Raymond James Investment Services's tech stack below.

  • Power BI
    Business Intelligence
  • Ansible
    Configuration Management
  • Webpack
    Development
  • SolarWinds
    Enterprise
  • Font Awesome
    Font Scripts
  • Nagios
    IT Infrastructure & Operations Management
  • Slick
    Javascript Libraries
  • Python
    Programming Languages

Media & News

Raymond James Investment Services's Email Address Formats

Raymond James Investment Services uses at least 2 format(s):
Raymond James Investment Services Email FormatsExamplePercentage
First.Last@raymondjames.comJohn.Doe@raymondjames.com
79%
Last.First@raymondjames.comDoe.John@raymondjames.com
9%
FLast@raymondjames.comJDoe@raymondjames.com
6%
F.Last@raymondjames.comJ.Doe@raymondjames.com
3%
First.Middle@raymondjames.comJohn.Michael@raymondjames.com
1%
Fir.Last@raymondjames.comJoh.Doe@raymondjames.com
1%
First@raymondjames.comJohn@raymondjames.com
1%
FLast@raymondjames.uk.comJDoe@raymondjames.uk.com
29%
F.Last@raymondjames.uk.comJ.Doe@raymondjames.uk.com
28%
Last.First@raymondjames.uk.comDoe.John@raymondjames.uk.com
29%
First.Last@raymondjames.uk.comJohn.Doe@raymondjames.uk.com
14%

Frequently Asked Questions

What is Raymond James Investment Services's official website and social media links?

Minus sign iconPlus sign iconRaymond James Investment Services's official website is raymondjames.uk.com and has social profiles on LinkedIn.

What is Raymond James Investment Services's NAICS code?

Minus sign iconPlus sign iconRaymond James Investment Services's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Raymond James Investment Services have currently?

Minus sign iconPlus sign iconAs of December 2025, Raymond James Investment Services has approximately 313 employees across 3 continents, including EuropeNorth AmericaAfrica. Key team members include Chief Executive Officer: N. W.Chief Technology Officer: D. S.Chief Financial Officer, Caliber Wealth Management | Financial Advisor, Rjfs: A. D.. Explore Raymond James Investment Services's employee directory with LeadIQ.

What industry does Raymond James Investment Services belong to?

Minus sign iconPlus sign iconRaymond James Investment Services operates in the Investment Management industry.

What technology does Raymond James Investment Services use?

Minus sign iconPlus sign iconRaymond James Investment Services's tech stack includes Power BIAnsibleWebpackSolarWindsFont AwesomeNagiosSlickPython.

What is Raymond James Investment Services's email format?

Minus sign iconPlus sign iconRaymond James Investment Services's email format typically follows the pattern of First.Last@raymondjames.com. Find more Raymond James Investment Services email formats with LeadIQ.

When was Raymond James Investment Services founded?

Minus sign iconPlus sign iconRaymond James Investment Services was founded in 2001.

Raymond James Investment Services

Investment ManagementEngland, United Kingdom201-500 Employees

Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services.

We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. 

We are committed to helping individuals achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.

Raymond James currently supports over 100 independent practices – a mix of private client investment managers, wealth managers and investment-oriented financial planners located throughout the UK. 

Our US parent company, Raymond James Financial, was established in 1962. It has $1.73tn assets under administration and supports approx. 8,900 wealth managers.

Follow us for the latest news and opportunities in wealth management, or visit our website for more information.

Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. All information is correct as at 30 September 2025.

Section iconCompany Overview

Website
raymondjames.uk.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2001
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $250M$500M

    Raymond James Investment Services's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Raymond James Investment Services's revenue is estimated to be in the range of $250M$500M

Company Leadership

  • Stylized image of a person
    N. W.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Chief Financial Officer, Caliber Wealth Management | Financial Advisor, Rjfs
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Chief Marketing Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Chief Operating Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. B.
    Senior Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Chief Marketing Officer
    Phone icon
    Mobile Phone

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