Raymond James Financial SWOT Analysis, Competitors & USP

Published by MBA Skool Team, Last Updated: April 26, 2020

Raymond James Financial SWOT analysis evaluates the brand by its strengths, weaknesses, opportunities & threats. In SWOT Analysis of Raymond James Financial, the strengths and weaknesses are the internal factors whereas opportunities and threats are the external factors.

SWOT Analysis is a proven management framework which enables a brand like Raymond James Financial to benchmark its business & performance as compared to the competitors, and make strategic improvements. Raymond James Financial is one of the leading brands in the banking & financial services sector.

The article below lists the Raymond James Financial SWOT, competitors and includes its target market, segmentation, positioning & USP. Let us start the Raymond James Financial SWOT Analysis:

SWOT Analysis of Raymond James Financial

For Raymond James Financial, SWOT analysis can help the brand focus on building upon its strengths and opportunities while addressing its weaknesses as well as threats to improve its market position.

Raymond James Financial Strengths

The strengths of Raymond James Financial looks at the key aspects of its business which gives it competitive advantage in the market. Some important factors in a brand's strengths include its financial position, experienced workforce, product uniqueness & intangible assets like brand value. Below are the Strengths in the SWOT Analysis of Raymond James Financial :

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

Raymond James Financial Weaknesses

The weaknesses of a brand are certain aspects of its business which are it can improve to increase its position further. Certain weaknesses can be defined as attributes which the company is lacking or in which the competitors are better. Here are the weaknesses in the Raymond James Financial SWOT Analysis:

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.

Raymond James Financial Opportunities

The opportunities for any brand can include areas of improvement to increase its business. A brand's opportunities can lie in geographic expansion, product improvements, better communication etc. Following are the opportunities in Raymond James Financial SWOT Analysis:

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

Raymond James Financial Threats

The threats for any business can be factors which can negatively impact its business. Some factors like increased competitor activity, changing government policies, alternate products or services etc. can be threats. The threats in the SWOT Analysis of Raymond James Financial are as mentioned:

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.

Raymond James Financial Competitors

There are several brands in the market which are competing for the same set of customers. Below are the top 8 competitors of Raymond James Financial:

1.State Street Global
2.Fidelity Investments
3.Goldman Sachs

4.Franklin Templeton

5. Interactive Brokers Group

6.JP Morgan security

7. Wells Fargo Advisors

8. BlackRock

Hence this concludes the Raymond James Financial SWOT analysis.

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About Raymond James Financial

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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