Investor Presentaiton

Private Client Group OVERVIEW #6 largest wealth manager(1) in U.S. Assets in fee-based accounts $678.0 billion (2) 80%+ asset-based revenues(3) Flexible affiliation options with AdvisorChoiceⓇ platform Full-service support resources and award-winning technology <1% regrettable advisor attrition (4) $1.20T Client Assets Under Administration(2) 8,730 Advisors (2) Note: As of March 31, 2022 unless otherwise noted. 1. Based on client assets. The definitions for client assets may be inconsistent across companies. Rankings include independent broker dealers but exclude RIA custodians. Sourced from company reports with latest available data. 2. These metrics include the impact of the acquisition of Charles Stanley Group PLC, which was completed on January 31 21, 2022. 3. Asset-based revenues include asset management and related administrative fees, asset-based brokerage revenues, interest income, RJBDP fees, and mutual fund and annuity service fees. 4. Regrettable attrition is defined as any Financial Advisor with a T12 production greater than $350k, who voluntarily leaves the firm to join a competitor. RAYMOND JAMES

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