Raymond James taps Perry to lead advisor recruiting

Jodi Perry

"Perry is a very talented, sharp person, who's been bumped up from recruiter to head of a region to leading a division," says one industry executive.

Raymond James Financial Inc. this week said that the president of its independent contractor division, Jodi Perry, has been promoted to the newly created role of national head of advisor recruiting. She officially starts her new position Jan. 1, according to a statement from the company.

Shannon Reid, who’s currently senior vice president and Northeast division director, will succeed Perry as the independent contractor division’s president and join the firm’s executive committee.

“Perry is a very talented, sharp person, who’s been bumped up from recruiter to head of a region to leading a division,” said one industry executive who spoke anonymously. “Raymond James could be grooming her for something bigger.”

In 2021, Raymond James hired Robbie Moseley to head its recruiting platform, Advisor Choice Recruiting. Prior to Raymond James, Moseley had worked at Edward Jones.

Except for a brief stint at another broker-dealer for a few months in 2006, Perry has been registered with a Raymond James firm since 1997, according to her BrokerCheck profile.

“Jodi has generated outstanding results in every role she has held in her nearly 30-year career at Raymond James — including considerable time as a top recruiter and during her more than five years leading” the independent contractor division, Paul Reilly, Raymond James chairman and CEO, said in a statement.