J.D. Power Award Winner

J.D. Power 2025 U.S. Investor Satisfaction Study Award – Advised Index Model
The J.D. Power U.S. Investor Satisfaction Study^SM is a syndicated benchmarking study profiling the experiences of investors working with a wealth management firm, in either an advised or DIY capacity.  Responses are weighted against each firm’s actual market share, based on incidence collected. Brands receiving 100 or more completed surveys are eligible to be included in the rankings for that respective segment. Participants rate the following in the Advised Index Model: product & service offerings, resolving problems, ease of doing business, digital channels, people, value for fees paid, level of trust. By aggregating the ratings of the 7,876 completed surveys received, one company was identified as the winner for advised investor satisfaction. The rating is based on the period from January 2024 through December 2024 and was released on 3/20/2025. 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. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award and J.D. Power is not affiliated with Raymond James.