Raymond James

"The key to our continued success is delivering outstanding service to our clients as we help them achieve financial well-being. We must keep our clients at the focus of all our decisions and work together in delivering Service 1st."

- Thomas A. James, Chairman and Chief Executive Officer, Raymond James Financial

Commitment and Service Traditions That Are The Hallmark of Raymond James

Raymond James is one of the nation’s premier, full-service investment firms. Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Raymond James was the first financial services firm to provide investors with a "client's bill of rights," a detailed explanation of an investor's rights and responsibilities recently adopted by the Securities Industry Association.

With around 5,300 advisors serving approximately 1.8 million accounts, Raymond James has 2,300 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $196 billion, of which approximately $29 billion are managed by the firm's asset management subsidiaries.

New York Stock Exchange member Raymond James Financial, Inc. (RJF), headquartered in St. Petersburg, Florida, and Southfield, Illinois, was founded with a commitment to provide excellence in investment and financial planning services for individuals, corporations, municipalities and institutions.

Over the years, Raymond James has become an internationally recognized leader in the investment industry and our founding commitment has evolved into a continuing tradition … a tradition of excellence serving the investment and financial planning needs of our clients.

Our dedication to client service manifests itself through Service 1st™, a pact between the Associates of Raymond James and our clients, a pledge of integrity, innovation, quality and hard work. Service 1st is the culmination of the client commitment that distinguishes us from our competitors.

We are proud to introduce you to our tradition of excellence and we look forward to providing you with the Service 1st experience. For more information about how we provide financial services to individuals, corporations and municipalities, please visit www.raymondjames.com.