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.