Raymond James Financial SWOT Analysis

Published in Banking & Financial Services category by MBA Skool Team

Raymond James Financial is one of the leading brands in the banking & financial services sector. Raymond James Financial SWOT analysis evaluates the brand by its strengths & weaknesses which are the internal factors along with opportunities & threats which are the external factors. Let us start the SWOT Analysis of Raymond James Financial:

Raymond James Financial Strengths

  1. Merger with Morgan Keegan & Company created one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street
  2. Catering 6,500 financial advisors and over 2.4 million customers in 2600 throughout USA, Canada and overseas
  3. Strong financial position: The company has healthy liquidity and capital structure
  4. Booming business across North America
  5. Diversified services like Financial services, securities and insurance brokerage, investment banking, asset management, banking etc are offered

Above are the strengths in the SWOT Analysis of Raymond James Financial. The strengths of Raymond James Financial looks at the key internal factors of its business which gives it competitive advantage in the market and strengthens its position.

Raymond James Financial Weaknesses

  1. Stumbling block of issues in past: Issues such as ARS, excessive commissions, failure to supervise former broker Dennis Herula,etc.
  2. Business concentrated across North America and limited globa presence
  3. Reliance on volatile financial market attaches element of contingency to the industry.

These were the weaknesses in the Raymond James Financial SWOT Analysis. The weaknesses of a brand are certain aspects of its business which it can improve.

Raymond James Financial Opportunities

  1. Growth through increase in offerings and integrating with technology.
  2. Going across the globe through merger, acquisition of and partnership with other companies.

Above we covered the opportunities in Raymond James Financial SWOT Analysis. The opportunities for any brand can include prospects of future growth.

Raymond James Financial Threats

  1. Financial business being the first ones to be impacted by the subprime crisis.
  2. Pressure from competitors to sustain in the market.
  3. Impacted by regulatory and legal changes.

The threats in the SWOT Analysis of Raymond James Financial are as mentioned above. The threats for any business can be external factors which can negatively impact its business.

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Hence this concludes the Raymond James Financial SWOT analysis.

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About Raymond James Financial

The table below gives the brand overview along with its target market, segmentation, positioning & USP

Raymond James Financial Overview
Parent Company

Raymond James Financial


Investment Services


Banking & Financial Services

Tagline/ Slogan

Life Well Planned


One of  largest full-service wealth management and investment banking firms

Raymond James Financial STP

Institutional and individual investors

Target Market

Institutional and individual investors in North America looking for investment in financial services and instruments


Financial services, securities and insurance brokerage, investment banking, asset management, banking and cash management, trust services

This article has been researched & authored by the Content & Research Team. It has been reviewed & published by the MBA Skool Team. The content on MBA Skool has been created for educational & academic purpose only.

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