Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Your dedicated transition team
Transition consultant
Technology consultant
News and Recent Joins
Raymond James welcomes $190 million financial advisor in Claremont, New Hampshire
Raymond James welcomes $285 million advisor duo in Conway, Arkansas
Raymond James introduces equity financing for advisors to achieve their business goals through a trusted partner
Raymond James welcomes $155 million financial advisor in Clinton, North Carolina
Raymond James unveils Talent Sourcing services, empowering business growth for independent advisors
Raymond James welcomes New York advisor pair managing $130 million in assets
Raymond James welcomes experienced advisor managing $110 million in Atlanta, Georgia
Raymond James welcomes $325 million financial advisor in Anchorage, Alaska
Raymond James invests in service excellence with proprietary generative AI Search
Raymond James welcomes Washington financial advisor managing $225 million
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 are being provided for information 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.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Collins and Krank is not a registered broker/dealer and is independent of Raymond James Financial Services.
© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
| Legal Disclosures | Privacy, Security & Account Protection | Terms of Use