Growing Success
The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers. These successes offer further evidence of our continuing growth and even more reason for clients to grow with us.
Raymond James Equity Research Garners Multiple Awards
Forbes, The Wall Street Journal and the Financial Times | June 16, 2010
The Raymond James Equity Research group was recently recognized by Forbes, The Wall Street Journal and the Financial Times in their annual rankings of top equity research analysts.
Raymond James Named ‘Middle Market Investment Bank of the Year’
Buyouts | April 2010
Raymond James was recognized as “Middle Market Investment Bank of the Year” in Buyouts magazine’s “2010 Deal of the Year Yearbook.” The Thomson Reuters publication cited Raymond James’ advisory role in 30 buy- and sell-side transactions with an aggregate value of more than $3 billion in 2009 alone.
Raymond James Investment Banking receives M&A Advisor Deal of the Year Award
M&A Advisor | December 14, 2009
In December 2009, Raymond James Investment Banking received the M&A Advisor Middle-Market Deal of the Year Award for its role in the acquisition of Nuclear Fuel Services by Babcock & Wilcox Company. The award-winning deal was selected from among 10 finalists, including two other Raymond James transactions. Award recipients were chosen by an independent body of experts from a variety of industry categories. Additionally, Raymond James was nominated for Investment Banking Firm of the Year.
Raymond James Financial Inc.
Vault.com | October 2009
In October 2009, Raymond James’ Investment Banking division was the sole Florida banking institution to make the Top 50 Best-Employers list published by Vault.com. In the employee comments section of the survey, more than one correspondent mentioned “integrity” when it comes to the workplace culture. Another insider simply called it “great,” adding, “That’s why I’ve been here for more than 20 years.”
Top 100 Independent Advisors
Barron’s | August 31, 2009
In August 2009, five Raymond James Financial Services advisors were named to Barron’s “Top 100 Independent Advisors” list.
Raymond James analysts named to The Wall Street Journal’s “Best on the Street”
The Wall Street Journal | May 26, 2009
Six Raymond James analysts ranked in the top five for their coverage industries and the firm ranked seventh among all brokerage firms evaluated in The Wall Street Journal’s annual “Best on the Street” survey. Analyst Brian Gesuale was ranked first in the Aerospace and Defense sector as well as second in the Internet and Computer Services sector.
Forbes names 12 Raymond James analysts in its “Blue Chip Analyst” survey
Forbes | May 7, 2009
Twelve Raymond James analysts were recognized for estimate accuracy and stock-selection performance over a three-year period in the Forbes “Blue Chip Analyst” survey. Based on the survey, Raymond James’ analysts received a total of 15 awards, ranking the company fifth overall among participating brokerage firms. Five Raymond James analysts were ranked first in six coverage areas.
Raymond James ranked seventh in the Financial Times Starmine survey
Financial Times | May 26, 2009
Raymond James has been ranked seventh out of 22 U.S. brokerage firms in the Financial Times Starmine survey of stock-selection performance for S&P 500 and Russell 2000 companies. Overall, the participating firms cover more than 125 companies in the S&P 500 index. In addition, the survey recognized several individual Raymond James analysts.
Raymond James named a 2008 Quality Leader
Greenwich Associates | December 2008
Raymond James was selected as a 2008 Greenwich Associates Quality Leader. The firm was selected for demonstrated excellence in two categories: Overall Research & Analyst Service Quality – Small-Mid-Cap Funds, and Overall Sales Quality – Small-Mid-Cap Funds.
The Other Surprise in Tampa Bay1
Barron’s | August 25, 2008
Raymond James had a top showing in Barron’s most recent ranking of brokers’ stock recommendations.
Raymond James analysts named to The Wall Street Journal’s “Best on the Street”
The Wall Street Journal | May 30, 2008
Four Raymond James analysts ranked in the top five for their coverage industries and the firm ranked 18 out of 260 brokerages evaluated in The Wall Street Journal’s annual “Best on the Street” survey. Analyst Jim Parker (Airlines) has finished first in his sector a record seven times.
StarMine names 22 Raymond James analysts to Top Analyst report
Forbes, The Financial Times | May 30, 2008
Twenty-two Raymond James analysts have been recognized a total of 47 times in the StarMine Top Analyst report, as published in Forbes and The Financial Times.
Raymond James honored again with the SmartMoney “Best Full Service Broker” award
SmartMoney | May 19, 2009
For the second year in a row, Raymond James has beat out the competition in the categories of customer satisfaction and quality of brokerage statements in the SmartMoney “Best Full Service Broker” award.
Raymond James tops client satisfaction rankings2
Reuters | July 30, 2008
Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” according to the
J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM.
Raymond James highest in advisor satisfaction3
InvestmentNews | September 30, 2008
Raymond James ranked “Highest in Employee Advisor Satisfaction Among Financial Investment Firms in a Tie” in
J.D. Power and Associates 2008 Financial Advisor Satisfaction StudySM – adding to the firm’s recent investor satisfaction recognition.
400 Best Big Companies in America
Forbes | December 22, 2008
Raymond James made Forbes’ list of the “400 Best Big Companies in America” for the seventh time.
Raymond James one of “America’s Most Trustworthy”
Forbes | March 27, 2008
Raymond James Financial was the only major investment services firm named to Forbes magazine’s list of “America’s Most Trustworthy Companies.”
Raymond James advances in the Fortune 1000
Fortune | May 5, 2008
Climbing 54 spots, Raymond James Financial was named number 658 on Fortune magazine’s list of top revenue-producing corporations in the United States.
Raymond James receives top marks from the Human Rights Campaign
Tampa Bay Business Journal | September 3, 2008
Raymond James earned a perfect 100% score in the 2009 Human Rights Campaign Corporate Equality Index.
The Barron’s “Top 100 Women Financial Advisors” was compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Rankings were based on quantitative (assets under management and revenue produced) and qualitative criteria (compliance records, discussions with management, experience levels and interviews among other factors).
1 For the 12 months ended June 30, 2008, Raymond James recommended 61 securities through its Focus List. Of these, 28 advanced and 33 declined. Performance includes dividends and a 1% trading commission on additions and deletions. The Focus List returned -2.9% during this period, whereas the S&P 500 returned -13.1%. The S&P 500 is an unmanaged index of 500 widely held stocks. Investors cannot invest directly in an index. Individual results will vary and an investor would incur commissions (and interest charges if transacted in a margin account) to transact these recommendations. A complete record of all Focus List recommendations during this period is available upon request. The results presented should not and cannot be viewed as an indicator of future performance. The market value of securities fluctuates and investors may incur profits or losses.
2 Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com.
3 Raymond James received the highest numerical score for employee advisor satisfaction among financial investment firms in the proprietary J.D. Power and Associates 2008 Financial Advisor Satisfaction StudySM. Study based on 3,124 total responses measuring 19 investment firms and measures employee satisfaction of investment firms. Proprietary study results are based on experiences and perceptions of consumers surveyed in May-June 2008. Your experiences may vary. Visit jdpower.com.
The Wall Street Journal does not sponsor, endorse or approve the investment programs of Raymond James.
Smart Money does not endorse any product or service of Raymond James.
StarMine, a Thomson Reuters company, objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings
estimates. The 2009 awards are based on the 2008 calendar-year performance of recommendations and estimates on companies that are based in the United States, Europe and Asia.
Questions about data collection and the survey’s methodology and calculations should be directed to mary.morgan@thomsonreuters.com.
The S&P 500 is an unmanaged index of 500 widely held stocks. The Russell 2000 index measures the performance of the 2,000 smallest companies in the Russell 3000 index, which represents approximately 8% of the U.S. investable market.
Calculations for the 2009 Forbes.”Blue Chip Analyst” survey were performed by Zacks Investment Research. Zacks ranked the analysts on their stock-picking skills and earnings estimation accuracy over a three year period. Further information on these awards is available on Forbes.com.
Past performance is not indicative of future results. The information provided above is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
