RJ History📜
IN 1962 HE FOUNDED RAYMOND JAMES TO BUILD A DIFFERENT KIND OF FINANCIAL SERVICES FIRM.
BOB JAMES
What application do we answer calls on
FSO
This leader loves playing pickleball and usually gets out on the court 3–4 times a week.
Courtney
What is Raymond James stock symbol?
RJF
Which dept. handles deceased-client account matters?
Decedent Solutions
What year did the Raymond James founder pass?
1983
Where can we find our procedures?
IKNOW
This leader loves to cook, they make their own pasta when they cook Italian.
Nick
How many Superbowls has Raymond James Stadium hosted?
3
This dept. handles date of death valuations and step up's?
Cost Basis
Why did the RJ BARELY survive the year of 1974?
The market had a big drop.
What application can we use to create email drafts?
Copilot
This leader went to school for cosmetology and once held a cosmetology license.
Nicole E
How many CEOs has the firm had?
4
The form 1047 is processed and handled by this dept.
Customer Accounts
What was the last year Tom James served as CEO of Raymond James? What was the last year he served as chairman?
2010 & 2017
Where do we send internal emails
Outlook
This leader applied to the NYPD at 18 and got a 90% on the entrance exam, but chose not to pursue it.
Arielle
Bob James originally worked out of what kind of space?
His small apartment
If a branch was contacting regarding a Required Minimum Distribution, they would contact this dept.
Retirement Plan Services
ON THIS YEAR THE FIRM’S FIRST COMPUTERS ARE INTRODUCED TO IMPROVE THE EFFICIENCY OF DAY-TO-DAY OPERATIONS.
1971
What does ERS stand for
ENTERPRISE RESTRICTION SYSTEM
This leader has a makeshift studio in the garage for painting, clay, and other mediums. They have even sold some pieces.
Wendy
What event happened just 3 days after Edward Raymond sold his company?
Ed Raymond was involved in a near-fatal car accident.
This dept. provides assistance with establishing and maintaining Automated Clearing House profiles, periodic payments and periodic drafts
The ACH Department