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Practice Management > Building Your Business > Recruiting

Raymond James Taps Exec to Oversee Independent Contractors

By Janet Levaux

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Raymond James has promoted Jodi Perry to the new role of national director for its Independent Contractors Division. In this post, Perry now oversees five regions nationwide, including the Southeast area that she previously led.

As of March 30, Raymond James has 4,551 independent advisors — up from 4,221 a year ago. It also has 3,053 employee reps and total Private Client Group assets under administration of $695 billion.

“We look forward to continuing Raymond James Financial Services’ long history of successfully supporting and attracting high quality, client-first focused independent financial advisors under Jodi’s leadership as national director,” said Scott Curtis, president of the independent channel, in a statement.

(RJFS includes both the Independent Contractors Division and the Financial Institutions Division, which serves advisors based in banks and credit unions.)

Perry began her career with Raymond James as an operations associate in 1994. She has since worked for the firm’s Asset Management Services and RJFS Business Development.

“She has been influential in expanding RJFS’ presence in the Southeast and providing exceptional support for financial advisors in her region. With over two decades of experience successfully supporting and recruiting financial advisors, Jodi is a natural fit for this new position,” Curtis said.

Raymond James Private Client Group grew year-over-year revenue 17% to $1.27 billion in the most recent quarter. Its pretax income was $157.6 million.

“I am honored to be selected as Raymond James Financial Services’ national director,” said Perry, in a statement. “It’s been my pleasure to work with and support our independent advisors as the Southeast regional director, and I’m excited to expand that support to all advisors in the Independent Contractors Division.”

Two months ago, Raymond James’ independent channel added Brent Randol to support recruiting in Northern California and Northern Nevada and Rollin Ellis to manage recruiting in the Pacific Northwest.

— Check out Raymond James Adds $1.7M Advisor From Wells Fargo: Recruiting Roundup on ThinkAdvisor.

Janet Levaux

@Think_JanetL

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