With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you’re used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives. Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to ensure that we are continuously working to fulfill your financial goals.

CASH STRATEGIES

Offered through Raymond James

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CASH STRATEGIES CONSULTING

We partner with consultants to design a cash strategy that aligns with your needs for liquidity, safety and return

CAPITAL ACCESS

An everyday cash management account that offers flexibility and accessibility, from purchasing investments to paying bills and managing daily expenses

CASH SWEEPS

Programs that maximize FDIC insurance and allow your cash to earn interest while keeping it accessible

CREDIT CARDS

Cards to suit everyday consumers, businesses and high-net-worth individuals

LENDING SOLUTIONS

Offered through Raymond James Bank except where otherwise noted

 
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SECURITIES BACKED LENDING OPTIONS

A flexible line of credit using eligible assets in one or more Raymond James accounts

  • Securities Based Lending (SBL)
  • Margin accounts (offered through Raymond James)

STRUCTURED LENDING

Customized credit solution for uniquely qualified clients that provides easy access to liquidity

RESIDENTIAL LENDING

A wide variety of mortgage loans and programs in all 50 states

  • Jumbo and conforming loans
  • Fixed rate and Adjustable rate
  • A streamlined Private Wealth Mortgage channel for qualifying clients

OTHER LENDING

Loans designed to suit a variety of needs

  • Commercial Real Estate
  • Corporate (C&I)
  • Aircraft, art/collectibles, and small business (offered through third parties)
The Cash Management Experience

Leveraging cash management solutions can seamlessly bring your cash and brokerage accounts together in one, simplified location for a more complete picture of your finances. Working with our team, you’ll enjoy cash management solutions that are designed to help you easily and effectively manage both – your immediate and long-term cash needs.

Smart Borrowing Options

By incorporating lending solutions, we, together with our partners from Raymond James Bank, can help seamlessly meet your near-term needs without disrupting your long-term goals. We believe no investment strategy is complete without a liquidity plan, which affords you flexibility, spending power and confidence. Whether acting on an opportunity, growing your business, dealing with the unexpected, or leveraging debt to grow your assets, we can identify borrowing options that will help satisfy your lending needs and also complement your overall investment strategy.

You can leverage lending solutions to help meet your financial needs in a holistic way.

OFFERED THROUGH RAYMOND JAMES BANK

  • Mortgage1
  • Securities Based Line of Credit (SBL)2
  • Structured Lending2

OFFERED THROUGH RAYMOND JAMES

  • Margin2 loans

There are many options when it comes to borrowing, and Raymond James Bank dedicates regional banking consultants to help determine the right solution for your unique situation. We can connect with a banking consultant to get you started down the right path for applying for a loan or setting up a new account.

2100 Southbridge Parkway, Suite 650, Birmingham, AL 35209 //  T: 205.986.3693 // Map & Directions

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member  FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jamestown Wealth are not affiliated. This communication is strictly intended for individuals residing in the states of AL, CO, MS, TN, & TX. No offers may be made or accepted from any resident outside the specific states referenced.

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