ST. PETERSBURG, Fla. - Raymond James Financial, Inc. ranked highest in investor satisfaction according to the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM.
The ranking, according to Brad Brail, Certified Financial PlannerTM of North Star Financial Partners, an independent office for Raymond James Financial Services, 3516 Commerce Drive, Warsaw, is a tribute to the firm's focus on putting client interests first, a long-standing Raymond James principle.
The study measures overall investor satisfaction with full-service investment firms based on six factors (in order of importance): investment performance; financial advisor/broker; commissions and fees; account setup/account offerings; convenience; and account statements. The study also measures investor satisfaction within three investor portfolio types: affluent investors (those who have $1 million or more in investable assets); mass affluent investors (between $100,000 and $999,999 in investable assets); and mass market investors (less than $100,000 in investable assets).
Raymond James ranked highest in investor satisfaction with a score of 831 on a 1,000-point scale, receiving the highest ratings from investors in all six factors and performing particularly well in proactively contacting investors.
