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Kleinman|Bertucelli Investment Advisory Group of Raymond James & Associates

Raymond James

Florida-based Raymond James Financial (NYSE-RJF) is a diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiaries. Its three principal wholly owned broker/dealers – Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. – have more than 5,300 financial advisors throughout the United States, Canada and overseas.

  • In the June 2009 issue of SmartMoney, the company also took top marks – for the second year in a row – in the Annual Broker Survey of full-service brokers for customer satisfaction and account statements.
  • In May 2009, six Raymond James analysts ranked in the top five for their coverage area in The Wall Street Journal’s annual “Best on the Street” survey, with the firm placing eighth overall among 163 brokerage firms.
  • In July 2008, Raymond James was ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. The results are a demonstration of the very high level of service the firm strives to achieve.
  • In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of America’s Most Trustworthy Companies.

For more information about Raymond James, visit raymondjames.com.

Click here to read the Raymond James Client Bill of Rights.

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 for more information about the study.

The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. Past performance is not indicative of future results. The data provided above is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage. SmartMoney does not endorse any product or service of Raymond James.