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Raymond James Financial President and Chief Operating Officer Chet Helck works with the CEO and other senior management in formulating and directing strategic initiatives for the firm. He also oversees its domestic broker/dealer subsidiaries, Raymond James & Associates and Raymond James Financial Services, together with Canadian subsidiary Raymond James Ltd. and London-based Raymond James Investment Services. Collectively called the Private Client Group, this portion of the company’s business comprises nearly 65% of total firm revenues (for the 12-month period ending September 30, 2006).
His leadership responsibilities further include risk management, legal, wealth management, human resources, marketing and corporate communications, in addition to representing the firm in activities related to public company status such as engaging institutional investors and working with analysts covering Raymond James.
Additionally, he serves as a director of Raymond James Financial, as well as of numerous subsidiaries throughout the organization. He is chairman of the Raymond James Technology Advisory Group, which is charged with planning, directing and coordinating the company’s technology efforts.
Previously named one of the 25 most influential people in and around the financial planning industry by Investment Advisor magazine, Mr. Helck began his association with Raymond James in 1989 as a vice president of business development for its independent contractor subsidiary. Increasing responsibilities led to his appointment as executive vice president of business development, where he shaped an environment of success that contributed significantly to remarkable growth in the firm’s independent contractor business. He became president and chief operating officer of Raymond James Financial in February of 2002.
Mr. Helck entered the financial services industry in 1983 as an investment representative for Edward D. Jones & Co. and built a successful retail office. He later became the firm’s regional leader for Georgia, Florida and Alabama. Prior to working in the securities industry, he served for nine years as a product marketing and territory manager for Deere & Co.
He earned his bachelor’s degree in 1974 from the West Virginia University Institute of Technology and is a graduate of the Securities Industry Institute at the Wharton School of Business and of the Harvard Business School Leading Professional Service Firms Program.
Deeply committed to addressing issues affecting the securities industry and the interests of investors, he serves as a board and executive committee member of the Securities Industry and Financial Markets Association. Mr. Helck resides in St. Petersburg, Florida, with his wife, Abby.
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