05/12/2010: Client Advisory Board meeting, 11:00am to 1:00pm, offsite restaurant
05/10/2010: Symphony Under the Stars at Raymond James Stadium featuring the Florida Orchestra.
05/05/2010: Wall Street Coffee Club, 8:30am to 9:30am in our office
April 2010 (Date TBD): Russell Shareholders meeting
04/07/2010: Wall Street Coffee Club, 8:30am to 9:30am in our office
03/01/2010:The 5th Annual Randall Jenkins Memorial Golf Tournament at the Black Diamond Golf Course to benefit the Citrus Memorial Health Foundation.
March 2010 (Date TBD): Golf tournament for clients and their teams. Details to come.
03/03/2010: Wall Street Coffee Club, 8:30am to 9:30am in our office
02/10/2010: Client Advisory Board meeting, 11:00am to 1:00pm in our office
02/05/2010: Tailgate Party in office parking lot for clients. Live music, drinks, food & fun. Tickets required.
02/03/2010: Wall Street Coffee Club, 8:30am to 9:30am in our office
01/28/2010:Galaxy of the Stars to honor the teachers and staff of Citrus County Schools, including Teacher of the Year awards and School-Related Employee of the Year awards. 6:00pm at the Citrus Hills Golf & Country Club. Contact the Citrus County Education Foundation for tickets or sponsorship information.
January 2010 (Date TBD): Bridge / Poker Tournament for clients and their friends. Details to come.
01/06/2010: Wall Street Coffee Club, 8:30am to 9:30am in our office
12/24-12/25/2009: The office will close at 2:00pm on the 24th and will be closed all day on the 25th. We hope you and your family have a safe and happy holiday season!
12/02/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
11/26-11/27/2009:Happy Thanksgiving! The office will be closed on 11/26 and will close at 2:00pm on the 27th
11/11/2009: Client Advisory Board meeting, 11:00am to 1:00pm in our office
11/07-11/08/2009:Festival of the Arts to benefit the Festival of the Arts Scholarship Fund, Inverness courthouse square
11/05/2009: Wine Tasting & Auction to benefit NAMI & the Citrus County Education Foundation, 5:30-7:30pm, Inverness courthouse
11/04/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
10/07/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
09/02/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
08/12/2009: Client Advisory Board meeting, 12:00pm to 2:00pm in our office
08/05/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
07/01/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
06/03/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
05/15/2009:4th Annual Citrus Memorial Ball at the Black Diamond Clubhouse to benefit the Citrus Memorial Health Foundation. Click here for pictures.
05/09/2009: Symphony Under the Stars at Raymond James Stadium featuring the Florida Orchestra. Click here for pictures.
05/06/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
04/25-04/26/2009: 10th Annual Wildlife & Western Visions Art Show at The Raymond James Financial Center in St. Petersburg, Florida
04/08/2009: Client Advisory Board meeting at Cafe on the Avenue, 11am to 1pm
04/01/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
03/26/2009: Financial Wellness in 2009 workshop, 10am. Share Club Auditorium in Inverness
03/04/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office
03/02/2009:The 4th Annual Randall Jenkins Memorial Golf Tournament at the Black Diamond Golf Course to benefit the Citrus Memorial Health Foundation. Click here for pictures.
02/13-02/14/2009:2nd Annual Red Dress Event hosted by the Women's Heart Program of Citrus Memorial. Dinner & Dance at Black Diamond Country Club, 6:30pm on the 13th. Heart Health 5K Run / Walk at Black Diamond Ranch, 8:00am on the 14th. Click here for pictures.
02/04/2009: Wall Street Coffee Club, 8:30am to 9:30am in our office (1st Wednesday of each month)
01/30/2009: Client Tailgate Party, 4-7pm in our office parking lot. Live band, food, beer/wine, games, prizes. Click here for pictures.
01/27/2009:The Citrus County Education Foundation presents Galaxy of the Stars at the Citrus Springs Community Center, celebrating the teachers and school-related employees of our community.
01/13/2009: Crisis to Confidence luncheon, 11am at Cafe on the Avenue in Crystal River
01/07/2009: Client Advisory Board meeting, 12:00pm to 2:00pm in our office
10/30/2008: Halloween Chamber mixer. Click here for pictures.
09/29/2008: College Planning Workshop at Sylvan Learning Center
09/10/2008: Client Advisory Board meeting, 12:00pm to 2:00pm in our office
08/18/2008: Lunch & Learn Heart Event at Citrus Memorial
07/25/2008: Golf Clinic at Seven Rivers Golf & Country Club
06/16/2008: Spa Event at The Plantation Golf Resort & Spa
06/04/2008: Client Advisory Board meeting, 12:00pm to 2:00pm in our office
05/10/2008: Symphony Under the Stars at Raymond James Stadium featuring the Florida Orchestra
05/03/2008:3rd Annual Citrus Memorial Ball at the Citrus Hills Golf & Country Club to benefit the Citrus Memorial Health Foundation Capital Campaign for Phase II of Pediatrics.
04/26/2008:2008 Superintendents’ Golf Classic at the Sugarmill Woods Country Club to benefit Citrus County schools
04/10/2008: Golf Clinic at The Plantation Golf Resort & Spa
05/26/2009: Wall Street Journal. Six Raymond James analysts received seven “Master Stock Picking “awards in the WSJ’s 17th annual “Best on the Street” survey.
05/19/2009: SmartMoney. In the June 2009 SmartMoney Annual Broker Survey, Raymond James was named best full-service broker for the second consecutive year, once again receiving top ratings for customer satisfaction and account statements.
5/07/2009: Forbes. Twelve Raymond James analysts took 15 awards in the Forbes “Blue Chip Analyst” survey.
02/15/2009: St. Petersburg Times. Tom James named top business leader in the Tampa Bay area for second year running, according to St. Petersburg Times annual survey.
02/11/2009: StreetInsider.com. Raymond James Financial was recognized by The University of Miami School of Business Administration and Women Executive Leadership as one of 16 Florida companies that have two or more female directors on their boards in WEL’s 2008 Corporate Salute.
01/01/2009: On Wall Street. Tom James named one of the publication's power players for 2009.
12/22/2008: Forbes. Raymond James listed among "The 400 Best Big Companies In America."
12/03/2008: Greenwich Associates. Raymond James selected as a 2008 Greenwich Associates Quality Leader. According to Greenwich, “Firms earning this distinction have been recognized by their clients as providing the industry’s best service in a range of financial service businesses, including investment banking, commercial banking, fixed income sales/trading, equities sales/trading, derivatives and convertible bonds in the U.S. and Europe. Raymond James was selected for demonstrated excellence in: Overall Research and Analyst Service Quality.”
09/30/2008: J.D. Power and Associates.Raymond James ranked "Highest in Employee Advisor Satisfaction among Financial Investment Firms in a Tie" in J.D. Power and Associates 2008 Financial Advisor Satisfaction StudySM – adding to the firm's recent investor satisfaction recognition.
09/02/2008: Human Rights Campaign Foundation. Raymond James Financial, Inc. earned the highest rating of 100 percent in the 2009 Corporate Equality Index (CEI), an annual survey administered by the Human Rights Campaign Foundation. Raymond James joins the ranks of 259 other major U.S. businesses, and one of only three in Florida, which get top marks for their non-discrimination policies and practices.
07/30/2008: J.D. Power and Associates.Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. The study was based on responses from 4,027 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Raymond James ranked highest in all six categories.
06/30/2008: Barron's. Raymond James' focus list posted an uncommon double win, taking first place in the January-June 2008 period, as well as in the 12 months ended June 30. "...In these battles for Wall Street's bragging rights, the highest finishes are always backed by savvy stock picks, but the most common thread has been the avoidance of sectors and stocks that suffered huge collapses. That's particularly important with a relatively small focus list of 20 names or less, as some of our contestants have... Not only did Raymond James' strategy handily outperform the market's 12% drop in the difficult six-month period, it alone had a positive return, up 0.27%."
06/30/2008: IDG's ComputerWorld. “Voice of IT Management” has selected Raymond James Financial, Inc. as one of the top workplaces for information technology (IT) professionals. This honor is part of the weekly IT publication’s 15th annual "Best Places to Work in IT" survey.
05/01/2008: Investment Advisor. Tom James named as one of the 25 most influential people in and around the financial planning industry.
03/27/2008: Forbes.com. Raymond James on the list of America's Most Trustworthy Mid-Cap Companies; RJF was the only major investment services firm to be named one of "America's Most Trustworthy Companies."
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com.
Raymond James received the highest numerical score for employee advisor satisfaction among financial investment firms in the proprietary J.D. Power and Associates 2008 Financial Advisor Satisfaction StudySM. Study based on 3,124 total responses measuring 19 investment firms and measures employee satisfaction of investment firms. Proprietary study results are based on experiences and perceptions of consumers surveyed in May-June 2008. Your experiences may vary. Visit jdpower.com.
The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “2009 Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc.
StarMine, a Thomson Reuters company, objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates. The 2009 awards are based on the 2008 calendar-year performance of recommendations and estimates on companies that are based in the United States, Europe and Asia. The S&P 500 is an unmanaged index of 500 widely held stocks. The Russell 2000 index measures the performance of the 2,000 smallest companies in the Russell 3000 index, which represents approximately 8% of the U.S. investable market. Investors cannot invest directly in an index.
Calculations for the 2009 Forbes “Blue Chip Analyst” survey were performed by Zacks Investment Research. Zacks ranked the analysts on their stock-picking skills and earnings estimation accuracy over a three year period.
SmartMoney does not endorse any product or service of Raymond James.
The Forbes rankings for “America’s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.
The Greenwich Associates Quality Leader recognition is based on interviews with senior executives at corporations, investment banks and other institutions.
The Barron’s “Top 100 Women Financial Advisors” was compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Rankings were based on quantitative (assets under management and revenue produced) and qualitative criteria (compliance records, discussions with management, experience levels, interviews among other factors).
2101 S. E. US Highway 19 Crystal River, FL 34429 Phone: 352-795-6155 Fax: 352-795-4649 Toll-Free: 800-443-4368 Toll-Free: 800-443-4368 Contact Us
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.