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Financial Information

Morgan Keegan & Company Inc., is a broker/dealer subsidiary of Raymond James Financial Inc.

About Raymond James 

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).

To view the most recent annual report, 10K and 10Q reports, visit the Investor Relations area of the Raymond James web site.


Morgan Keegan Statement of Financial Condition

Morgan Keegan's Statement of Financial Condition is updated semi-annually. Download the most recent Statement of Financial Condition (December 31, 2011).

Morgan Keegan Affiliates:

  • Interstate Group    
  • Albrecht & Associates*  

*Albrecht & Associates is a Raymond James Financial affiliate and a wholly-owned subsidiary of MK Holdings, Inc.

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eFolio

Over 10 years ago, Morgan Keegan launched eFolio®, the first truly interactive proprietary online portfolio management system for institutions. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more. Institutional clients can access eFolio at any time from any computer – giving you constant access to your portfolio and Morgan Keegan’s inventory and research.

  • View Inventories
  • View Cashflows
  • Shock Portfolios
  • Simulate Trades
  • Run What-if Scenarios
  • Create Customized Reports
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