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Your Raymond James Account Statement

For a complete explanation and guide through your newly-redesigned account statement, please click here to view our flash presentation.

 
Investor Access

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Click Here to Access your Raymond James Statements

 
Useful Links
 

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 websites users and/or members.

 
Welcome to our Client Center

This space is dedicated to our clients. Please browse around; access our newsletter or market commentary, and let us know how we are doing. Should you have any questions don't hesitate to contact us at (303) 768-0007 or by Email.
 

In the Know...

 
... About Charitable Giving

Charitable Gifts
Learn what a charitable gift is, what a qualified organization is, and the limitations on deductions here. 

 
... About Cost of Living Adjustments

View the 2007 Cost of Living Adjustments for retirement planning as well as the 2008 Pension Plan Limitations here.

 

 
Previous Wealth Management Tips

Please click here for other information about any of our above series.
 


 

 
...About College Financing

www.CollegeInColorado.org
A thorough resource for parents and students as they plan for college selection and financing.  This site explains all financial opportunities available in Colorado, including loans, grants, and tax benefits.
 

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MJS White Papers

Long Term Care Planning: Protecting Yourself and Those You Love

Mark Smith recently wrote an article about long-term care and the importance of planning early.
Read this and his other articles here.

 
Quarterly Newsletter

Our Summer 2008 Edition is now available.  Please click here to also view our past editions.

 
Market Summary

View our Quarter 1 2008 Market Summary and past editions here.

 
Client Kits

As a service to our clients, we have prepared two Client Kits on the timely topics of Identity Theft and Long-Term Care needs. Please Click Here to request a Client Kit(s)

 

 

 

This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states 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.

Securities Offered Through

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FINRA         SIPC
Copyright 2005 by M.J. Smith and Associates