Why Raymond James

Confidence Backed by Experience

When you partner with Independent Wealth Partners, you gain access to the extensive resources and reputation of Raymond James, a name synonymous with stability, trust, and innovation in the financial services industry.

With a history of more than 60 years of delivering personalized, client-first solutions, Raymond James is the foundation that helps advisors like you achieve true independence with unwavering confidence.

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Confidence is built on trust, experience, and enduring success. Partnering with Raymond James
means you can deliver all three to your clients while achieving your vision for independence.

The Raymond James

Financial Advisor Bill of Rights

You own your book of business, including the right to sell it.*

You develop and operate your practice with our assistance, not constraints.

You’re free to work with your clients, without regard to account size or asset levels, while respecting existing Raymond James advisor-client relationships.

You have access to comprehensive resources and personalized attention from a firm that puts the focus on you.

You can count on our financial strength to support your business, even when the marketplace is challenging.

You benefit from the stability of our firm, a public company traded on the New York Stock Exchange.

You are never influenced to do anything that’s not in your clients’ best interests – no sales quotas, account size restrictions or product pushes designed to influence your decisions.

You’re entitled to enthusiastic support from associates throughout the Raymond James organization.

You will be fairly compensated, and can expect a consistent pay schedule with straightforward, transparent commission architecture and no holdbacks on dealer allowances.

*Certain qualifications apply.

The Raymond James Difference

A Trusted Name

Consistently recognized as one of the most ethical companies in the financial sector, Raymond James brings credibility and confidence to your practice.

Industry-Leading Tools

Access advanced technology, investment platforms, and comprehensive resources to support your client-centric practice.

Client-First Philosophy

Raymond James prioritizes client relationships, helping you build trust and long-term success with those you serve.

Comprehensive Support

At Raymond James, you benefit from dedicated support teams, robust compliance resources, and an advisor-centric culture.

Financial Strength

Backed by a financially secure, publicly traded firm, your clients can feel confident in the stability of your advisory services.

Take the Next Step
Toward Independence

Raymond James offers the strength and resources you need to elevate your practice, while Independent Wealth Partners provides the tailored support to make your journey seamless. Together, we’re redefining what it means to be an independent financial advisor.

Contact us today to learn more about how Raymond James and IWP can help you suceed.

ABOUT US

Independent Wealth Partners, part of the Raymond James family, offers tailored support to help financial advisors transition to true independence. From business models to branding, we empower you to focus on clients and achieve your goals confidently. Experience supported independence with IWP.

EMAIL

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1901 Butterfield Rd, Suite 100 Downers Grove, IL 60515

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Hours: Mon-Fri 8:00 am to 5:00 pm

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(630) 566-9270

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(630) 566-9292

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Disclaimer:

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Independent Wealth Partners, Loftus & Preusser Wealth Partners, The LAT Group, The Dow Group and Kane Wealth Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Independent Wealth Partners, Loftus & Preusser Wealth Partners, The LAT Group, The Dow Group and Kane Wealth Group are separately owned and operated and not independently registered as broker-dealers or investment advisers.

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.

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