Education and Marketing Support

The following insurance companies currently make education and marketing support payments to Raymond James*:

  • Allianz Life
  • Axcelus Financial
  • Brighthouse Financial
  • Corebridge Financial
  • Eagle Life
  • Equitable
  • Fidelity & Guaranty Life
  • Global Atlantic
  • Jackson
  • Jefferson National
  • Lincoln Financial
  • MassMutual
  • MassMutual Ascend
  • Midland National
  • Nationwide
  • New York Life
  • Pacific Life
  • Protective Life
  • Prudential
  • Sammons Retirement Solutions
  • Symetra
  • The Standard
  • Transamerica
  • United Life

(*) Raymond James refers to Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. as applicable.

J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

© 2025 Raymond James Financial, Inc. All rights reserved.


Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc.

Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc.

Raymond James & Associates Statement of Financial Condition - September 2024 (PDF)