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Privacy Policy

Raymond James Financial Services, Inc., takes your privacy seriously. This policy covers how Raymond James Financial Services, Inc., treats personal information that is received from your use of this website. 

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PERSONALLY PROVIDED INFORMATION

You do not have to give us personal information to visit our websites. If you choose to provide us with additional information about yourself through an e-mail message, form, survey, etc., this information is sent to the financial advisor through e-mail and is not collected in any other format.

Except for authorized law enforcement investigations, no attempt is made to identify individual users or usage patterns. Your privacy is important to us; therefore, we will not sell, rent, or give your e-mail address to a third party.

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E-MAIL TIPS

Do not provide your e-mail address to third party websites without reading the privacy and securities policies and terms and conditions of these sites to ensure you understand the circumstances in which your e-mail address will be used.

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INFORMATION AUTOMATICALLY COLLECTED

Raymond James Financial Services, Inc., collects computer IP addresses of non-clients on an aggregate, anonymous basis in which no personal information is associated with this collected data. This data is gathered through the use of Web server log files where site activity is stored. The information is used to help diagnose problems with our server, to measure the use of our website content and to administer our website. None of the information gathered by the Web server is associated with you as an individual. Although this contains no personal information other than the IP address, it may be used to track down an individual who is attacking or misusing our resources. Cookie files are used on the site to help visitors navigate the site more easily.

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COOKIES

"Cookies" are small amounts of data that a website can send to a Web browser on a visitor's computer. The cookie is stored on a visitor's computer. A cookie may enable the site holder to track how a visitor navigates through its site and the areas in which they show interest. This is similar to a traffic report: it tracks trends and behaviors, but does not identify individuals. Information gathered may include date and time of visits, pages viewed, time spent at the site, and the site visited just before and just after the Raymond James site.

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Visitors may choose not to accept cookies. Your Web browser may alert and allow you to refuse cookies. When you received an alert, you may choose at that time to disallow that cookie. If the use of cookies is a concert to you , then please make sure your browser has the capability, and that you set your browser to alert you accordingly. Newer browser versions may allow you to be alerted or to automatically refuse cookies. You may need to download a more current version of your Web browser from your service provider.

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ACCOUNT ACCESS

Raymond James Financial Services, Inc., offers online services via Investor Access to a limited segment of its client base. To protect our client information, users are required to log in using a unique user name and password. Raymond James uses encryption technology to secure client data as it is being transferred between computers and also has implemented a combination of computer hardware and software to keep unauthorized users from accessing information on Raymond James' computer network.

We do store information regarding actions taken by clients when they access their client accounts. This information may be provided to the client's financial advisor and to other Raymond James Associates who provide services or products to the client.

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LINKS

This site contains hyperlink's to outside websites on servers not owned or controlled by Raymond James Financial Services, Inc. Raymond James Financial Services, Inc., is not responsible for the data collection, privacy practices or the content of such websites and does not endorse, approve or guarantee information, products, services or recommendations provided at a third party website. 

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PUBLIC USE

This website is considered public information and may be printed for personal use.

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CHILDREN'S ONLINE PRIVACY

Our website is directed at customers and potential customers, most of whom are adults. However, children may access our website and provide information. For example, they may request information concerning our products and services and apply for certain products and services. Should children access our website, we are confident that parents will not judge any of the information provided as objectionable for viewing by their children. Parents can avail themselves of various software packages that are available to prevent their children from accessing websites which they deem to be inappropriate. Parents can choose to utilize this and other methods to limit the websites to which their children have access.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Gentian Financial, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial, Inc. Gentian Financial, Inc. is registered as an investment adviser and is independent of Raymond James. Gentian Financial, Inc.is separately owned and operated and not independently registered as a broker-dealer. Raymond James Privacy Policy   ,  Raymond James Legal Disclosures (including Form CRS)


Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024 and was released on 03/10/2025.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating.  Barron's is not affiliated with Raymond James.
 

The 2026 Forbes ranking of America's Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
 

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.  

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© 2026 Raymond James Financial Services, Inc., | 12740 N. River Rd. Mequon, WI 53092 |   Terms of Use

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