About Raymond James
As an independent firm, Kooman & Associates does not hold client assets. We have a contractual relationship with Raymond James, which has provided custodial and brokerage services to our clients since 1991. Beyond holding and maintaining client accounts, Raymond James supports our team in many important ways, including investment due diligence and research, compliance services, and trading and operational support. They also provide a platform that allows us to offer our clients trust services, cash management options, and unique lending solutions.
Learn more about Raymond James here.