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 (1937 - 2017). Ray was one of the original group of financial planners who joined RJFS in 1975. Not only is this Baton Rouge branch the oldest Raymond James Financial Services branch in Louisiana, but it is also the largest (as measured by assets under management). 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 team.

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.

In June 2016, it was listed as a Fortune 500 company for the first time.

As of September 30, 2025, the firm had delivered 151 consecutive quarters of profitability. The firm has approximately 8,900 financial advisors. Total client assets under management are approximately $1.73 trillion. The corporate headquarters is located in St. Petersburg, Florida.

*Past Performance is not indicative of future results. the information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. **This Summary may not be representative of the experience of other clients and is no guarantee of future performance or success. As of: 9/30/2025