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Investor Presentaiton

Private Client Group growth ASSETS UNDER ADMINISTRATION $ BILLIONS ASSETS IN FEE-BASED ACCOUNTS $ BILLIONS FINANCIAL ADVISORS ■ Employees ■Independent Contractors 1,198.3 678.0 14% 5-Year CAGR 1,115.4 627.1 4% 5-Year CAGR 22% 5-Year 574.1 CAGR 231.0 7,146 8,482 8,730 FY 2016 FY 2021 Mar. 31, 2022 FY 2016 FY 2021 Mar. 31, 2022 FY 2016 FY 2021 Mar. 31, 2022 Note: 5-year CAGR for period FY 2016 - FY 2021. Metrics as of March 31, 2022 include the impact of the acquisition of Charles Stanley Group PLC, which was 32 assets in fee-based accounts was $21 billion, and the impact on financial advisors was the addition of 200 advisors. Charts not to scale. completed on January 21, 2022. As of March 31, 2022, the impact on Private Client Group assets under administration was $33 billion, the impact on Private Client Group RAYMOND JAMES
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