The Raymond James Financial Data Breach: Reported Filing Facts

Raymond James Financial is a prominent financial institution that provides comprehensive investment, financial planning, and wealth management services to its clients. As a firm operating in the financial services sector, the company typically collects and maintains highly sensitive personal and financial information, including government identification numbers, investment account details, and tax-related documentation. In 2025, the company officially reported a data security incident to the Indiana Attorney General, confirming that unauthorized access to their systems occurred. If you have received a formal data breach notification letter from Raymond James Financial, it indicates that your personal information was likely involved in this incident. This notification is intended to inform you of the nature of the breach and the specific steps the firm is taking to address the situation and protect your assets.

State: Indiana
Breach date: March 20, 2025
Reported: April 22, 2025

What to do if you were affected

These general steps can help limit the risk of identity theft and fraud after any data breach.

Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

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