Raymond James & Associates

E737913

broker-dealer investment advisory firm

Raymond James & Associates is a major U.S.-based broker-dealer and investment advisory firm that serves as the primary retail and institutional securities arm of Raymond James Financial.

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All labels observed (6)

Label	Occurrences
Raymond James & Associates canonical	2
Raymond James & Associates Institutional Services	1
Raymond James & Associates Private Client Group	1
Raymond James & Associates, Inc.	1
Raymond James Financial Services	1
Raymond James advisor network	1

How this entity was disambiguated

This entity first appeared as the object of triple T8499654 — resolving that mention is where its identity was fixed. The disambiguator weighed these candidate entities and picked the highlighted one (or “None”, minting a new entity). This is how homonymy is resolved: the same surface form can point to different entities.

NED1 Entity disambiguation (via context triple) gpt-5-mini-2025-08-07

Target entity: Raymond James & Associates
Context triple: [Raymond James Financial, hasDivision, Raymond James & Associates]

A. Cantor Fitzgerald
Cantor Fitzgerald is a New York–based financial services firm and brokerage known for its bond trading operations and for suffering devastating losses in the September 11, 2001 attacks.
B. Caplin & Drysdale
Caplin & Drysdale is a prominent Washington, D.C.–based law firm known for its expertise in tax, bankruptcy, and political law.
C. Shearson Loeb Rhoades
Shearson Loeb Rhoades was a major American investment banking and brokerage firm that became one of Wall Street’s largest retail brokerage houses before being acquired and absorbed through a series of financial industry mergers.
D. Calvert Research and Management
Calvert Research and Management is an investment management firm known for its focus on responsible and sustainable investing, operating as a subsidiary of Morgan Stanley.
E. Allen & Company
Allen & Company is a private investment bank and financial advisory firm known for its work with media, technology, and entertainment companies, as well as its exclusive annual Sun Valley Conference.
F. None of above. chosen
G. Unsure - the case is ambiguous/there is not enough information to decide.

NED2 Entity disambiguation (via description) gpt-5-mini-2025-08-07

Target entity: Raymond James & Associates
Target entity description: Raymond James & Associates is a major U.S.-based broker-dealer and investment advisory firm that serves as the primary retail and institutional securities arm of Raymond James Financial.

A. Cantor Fitzgerald
Cantor Fitzgerald is a New York–based financial services firm and brokerage known for its bond trading operations and for suffering devastating losses in the September 11, 2001 attacks.
B. Caplin & Drysdale
Caplin & Drysdale is a prominent Washington, D.C.–based law firm known for its expertise in tax, bankruptcy, and political law.
C. Shearson Loeb Rhoades
Shearson Loeb Rhoades was a major American investment banking and brokerage firm that became one of Wall Street’s largest retail brokerage houses before being acquired and absorbed through a series of financial industry mergers.
D. Calvert Research and Management
Calvert Research and Management is an investment management firm known for its focus on responsible and sustainable investing, operating as a subsidiary of Morgan Stanley.
E. Allen & Company
Allen & Company is a private investment bank and financial advisory firm known for its work with media, technology, and entertainment companies, as well as its exclusive annual Sun Valley Conference.
F. None of above. chosen

Statements (42)

Predicate	Object
instanceOf	broker-dealer ⓘ investment advisory firm ⓘ
brandOf	Raymond James ⓘ
businessModel	fee-based advisory services ⓘ full-service brokerage ⓘ
clientType	families ⓘ high-net-worth individuals ⓘ large institutions ⓘ small institutions ⓘ
country	United States ⓘ linked to: United States of America
hasDivision	Raymond James & Associates Institutional Services ⓘ linked to: Raymond James & Associates Raymond James & Associates Private Client Group ⓘ linked to: Raymond James & Associates
headquartersLocation	St. Petersburg, Florida ⓘ
industry	financial services ⓘ investment advisory services ⓘ securities brokerage ⓘ
market	institutional investors ⓘ retail investors ⓘ
offersProduct	alternative investments ⓘ exchange-traded funds ⓘ fixed income securities ⓘ individual equities ⓘ managed accounts ⓘ mutual funds ⓘ options ⓘ
parentOrganization	Raymond James Financial ⓘ
partOf	Raymond James Financial institutional business ⓘ Raymond James Financial retail business ⓘ linked to: Raymond James Financial
regulator	Financial Industry Regulatory Authority ⓘ U.S. Securities and Exchange Commission ⓘ linked to: Securities and Exchange Commission
regulatoryStatus	registered broker-dealer in the United States ⓘ registered investment adviser in the United States ⓘ
role	primary institutional securities arm of Raymond James Financial ⓘ primary retail securities arm of Raymond James Financial ⓘ
service	equity trading ⓘ financial planning ⓘ fixed income trading ⓘ institutional brokerage services ⓘ investment advisory services ⓘ research distribution ⓘ retail brokerage services ⓘ wealth management services ⓘ

How these facts were elicited

Referenced by (7)

Full triples — surface form annotated when it differs from this entity's canonical label.

Raymond James Financial → hasDivision → Raymond James & Associates ⓘ

Raymond James Financial → hasSubsidiary → Raymond James & Associates ⓘ

Raymond James Financial → hasSubsidiary → Raymond James Financial Services ⓘ