Our Purpose is to Serve You

Our team of advisors, staff, and partners will work hard to:

1. CARE about you

2. WORK hard for you

3. STRUCTURE YOUR MONEY to deliver what you need when you need it.

Our Team

At On Purpose Financial Management, we are like you.

We have big goals in life and many of them are dependent on our money. We also know that in order to reach our goals, we have to be consistent and smart about our investments.

Meet Our Team

In The Community

We believe our community deserves to share in our success – and that giving back means giving of ourselves. We are passionate about contributing to our community and participate in many civic, charitable, and religious organizations. Here are some of the worthy groups we have participated in or supported over the years.

AV Pride

Calvin Center

Real Life Center

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.

Learn More

A BRIEF HISTORY

1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James.
1983: Raymond James is listed on the New York Stock Exchange, symbol RJF.
2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.
2012: Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-service wealth management and investment banking firms not headquartered on Wall Street.
2013: Raymond James reaches its 100th consecutive quarter of profitability.¹

From humble beginnings, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.

MILESTONE SPOTLIGHT

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

BY THE NUMBERS*

Founded in 1962; public since 1983
Approximately $1.17 trillion in client assets
RJF shareholders’ equity of $7.6 billion
More than two times required regulatory capital
134 quarters of consecutive profitability*
Approximately 8,400 financial advisors
Equity research coverage of nearly 1,100 companies

It’s been our privilege over these past 58 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 06/21
^{1*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.}
²A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.