Chuck Morris is the branch manager of the Baton Rouge office of Raymond James Financial Services (RJFS). Chuck joined RJFS in July 1983 to work with his father Ray Morris. Ray was one of the original group of financial planners who joined RJFS in 1975. RJFS is an investment firm made up of independent contractors and is a subsidiary of Raymond James Financial (RJF), a publicly traded company.
Their Baton Rouge practice has focused on medical doctors and other high net worth individuals in Central and South Louisiana.
We believe one of the keys to our success has been our support staff.
Forbes Best-In-State Wealth Advisors*
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience,
and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who 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 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
FT 400 Top Financial Advisor*
*The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2015, roughly 1400 applications were received and 400 were selected to the final list (28.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. 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. The FT is not affiliated with Raymond James.
Member of Raymond James Financial Services Chairman’s Council 1994 – 2018 **
(24 years and counting!)
Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative or any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Raymond James Financial, Inc. (NYSE: RJF) was founded in 1962 when St. Petersburg broker, Robert James, formed Robert A. James Investments. In 1964, it merged with Raymond & Associates, founded by Edward Raymond in 1963, to form Raymond James & Associates. Robert James' son, Tom James, joined in 1966 and assumed leadership of the firm in 1970. The firm planned to go public in 1969, but market conditions delayed its plan until 1983. Tom turned over the CEO's post to Paul Reilly in 2010, and his title as Chairman of the Board to Paul Reilly in 2016. He remains on the leadership team as Chairman Emeritus.
In 2012, the firm purchased the Canadian assets of Allied Irish Bank. In April 2012, they merged with Morgan Keegan & Company, creating one of the country's largest full-service wealth management and investment banking firms not headquartered in New York.
As of the fiscal quarter ending September 30, 2018, the firm had delivered 123 consecutive quarters of profitability. In June 2016, it was listed as a Fortune 500 company for the first time.
As of January 2019, Raymond James has 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets under management are approximately $725 billion. The corporate headquarters is located in St. Petersburg, Florida.