Raymond James

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1726 Dolphin Ave Ste 500, Kelowna, Briti...

Phone Number

(250) 979-2720

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Raymond James

Johnson Legacy Wealth Management, located in Kelowna, BC, specializes in providing comprehensive financial services including retirement planning, portfolio management, and investment strategies. Their target clients include women investors, families, retirees, healthcare professionals, and business owners, offering tailored solutions to meet diverse financial needs. The firm emphasizes a partnership approach, focusing on clarity and insight to help clients navigate their financial journeys. With a commitment to sustainable investing and risk management, they aim to nurture wealth for future generations.Explore more
Raymond James's Social MediaPopular SearchesRaymond James LtdHugganWhite Wealth Management of Raymond James LtdJohnson Legacy Wealth ManagementForstrong, Gestion Mondiale D'actifs IncHuggan White Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Raymond James Org Chart

PhoneEmail
AG
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Senior Wealth Manager, Financial & Planner

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JD
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Portfolio Manager

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LS
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Portfolio Manager

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LK
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Portfolio Manager

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RA
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Raymond James

<$5M
1-10
Private
-
2000
AG
Andrew GilchristSenior Wealth Manager, Financial & Planner
$19.6M
11-50
Private
-
-
ML
Marc LavoieDirector and Portfolio Manager
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$6.7M
11-50
Private
-
1985
N/A
$5.2M
1-10
Private
-
2005
AS
Adrie ScottManager, Branch Administration & Special Projects
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

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Activity Insights

Raymond James is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Raymond James is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Raymond James.

Raymond James Tech Stack

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Frequently Asked Questions Regarding Raymond James

What is Raymond James's official website?
Raymond James's official website is www.johnsonlegacy.ca
What is Raymond James's Revenue?
Raymond James's revenue is <$5 Million
What is Raymond James's SIC code?
Raymond James's SIC: 62,628
What is Raymond James's NAICS code?
Raymond James's NAICS: 52,523
How many employees does Raymond James have?
Raymond James has 1-10 employees
What industry does Raymond James belong to?
Raymond James is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Raymond James competition?
Raymond James top competitors include: Manulife Investment Management, Saxon Funds Management, Desjardins Funds, Evolution Wealth Management Solutions
What technology does Raymond James use?
Some of the popular technologies that Raymond James uses are: Ruxit, YouTube, Kaltura, Vimeo
How do I contact Raymond James?
Raymond James contact info: Phone number: (250) 979-2720 Website: www.johnsonlegacy.ca
What does Raymond James do?

Johnson Legacy Wealth Management, located in Kelowna, BC, specializes in providing comprehensive financial services including retirement planning, portfolio management, and investment strategies. Their target clients include women investors, families, retirees, healthcare professionals, and business owners, offering tailored solutions to meet diver... se financial needs. The firm emphasizes a partnership approach, focusing on clarity and insight to help clients navigate their financial journeys. With a commitment to sustainable investing and risk management, they aim to nurture wealth for future generations.Read More

What are Raymond James social media links?
Raymond James Twitter page Raymond James Facebook page
Is Raymond James a public company?
Raymond James is private company therefore does not currently have an official ticker symbol
See more information about Raymond James

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