The qualities of Raymond James

Florida-based Raymond James (NYSE: RJF) is a publicly traded, diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies in the United States, Canada and overseas.

Raymond James was founded by Robert A. James in 1962 to serve individual investors by examining all aspects of their financial needs while providing sound investment guidance. That tradition lives on today through the financial advisors of our Private Client Group.

The firm’s corporate culture has always been – and continues to be – grounded in conservative management, high ethical standards, measured growth and a commitment to superior client service.

Raymond James has delivered 128 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, independence, and a conservative, long-term approach to investing.

Raymond James is one of the largest independent financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 10,000 associates worldwide and approximately $896 billion in client assets*, the company’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

Raymond James gives us the flexibility and independence to serve our clients without a corporate “push” of proprietary products. We have access to one of the widest platforms of product choices and account types in our industry with access to over 300 mutual fund families, 51 money managers and 34 insurance carriers.

Chairman Emeritus Tom James has fostered a culture of consistent leadership and independent thinking that enables firm employees and financial advisors to act in the best interests of clients and be innovative in our strategies to meet their needs.

As one of North America’s leading full-service investment firms, Raymond James offers a full array of capital markets services, strategic advice and planning for every stage of the business life cycle. Our focus is on remaining agile and taking a personal approach to serving the needs of growth companies and the institutional and retail communities that invest in them.

Investment Banking

Raymond James’ investment banking practice wields considerable expertise for bank clients, participating in 400-plus transactions with total value of $55 billion since 2000.**

Mergers & Acquisitions

Raymond James has one of the most highly regarded, broadly experienced advisory practices in middle-market investment banking.

Public Finance

Raymond James provides a national fixed income distribution network with both retail and institutional sales offices throughout the United States, Canada and Europe.

Equity Sales, Trading & Syndicate

Raymond James features a dedicated sales team focused on depository institutions and a trading desk that makes markets in more than 700 bank stocks.

Equity Research

Raymond James and its affiliates in Canada and Europe employ more than 70 research analysts who cover nearly 1,300 companies in highly focused industries.

Equity Capital Markets

Through U.S. and foreign offices, Raymond James’ institutional sales force services more than 1,800 domestic and international investors, representing the world’s leading institutions.

Fixed Income Capital Markets

Raymond James offers a full spectrum of solutions tailored to specific depository institution needs, including industry-leading analytics and expertise.

Tax Credit Funds

Raymond James is one of the largest syndicators of LIHTC equity in the U.S., raising $1 billion annually, and since 1986, has provided equity for 1,900 properties in 46 states.

Raymond James Bank

With assets of $18 billion, Raymond James Bank leverages its size and structure to deploy capital and offer innovative banking services, both lending and deposit, in all 50 states.