Raymond James Financial Services: What advisers think

[Text by J.D. Power and Associates]
Raymond James Financial Services (845) ranks third in overall satisfaction. Specifically, Raymond James performs well in Firm Performance (896), Products for Clients (893), and Offerings for Advisors (860). Furthermore, Raymond James advisers have one of the lowest incidences of problems, with 34% indicating that they experienced a problem during the past 12 months, which is 10 percentage points below industry average.

Raymond James has strengths similar to both Commonwealth and Cambridge with respect to Firm Performance and Products for Clients. However, Raymond James distinguishes itself with the strong performance on the Offerings for Advisor factor, scoring 139 points above industry average. Raymond James advisers provide the highest ratings for Usefulness of firm’s investment research (8.87). Additionally, 82% of advisers state that Raymond James provides assistance in determining proper product/portfolio allocation for clients.

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