Contact Jamie at:
Address:
880 Carillon Parkway
St. Petersburg, FL 33716
Phone:
1-800-248-8863, Ext. 77480
727-567-7480
Email:
pwm@raymondjames.com
To learn more about Raymond James Financial, visit www.raymondjames.com
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, the USA Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person (including business entities) who opens an account.
WHAT THIS MEANS TO YOU:
When you open an account, we will ask for your name, physical address, date of birth, taxpayer identification number, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We will let you know if additional information is required.