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Stifel Ranks No. 1 in J.D. Power Study for Third Straight Year

1. Stifel ranked No. 1 in employee satisfaction for third consecutive year. 2. Overall score reached 819 out of 1,000, well above industry average. 3. Ranked first in categories like compensation, leadership, and technology. 4. Company emphasizes continuous improvement and advisor support. 5. Stifel manages approximately $517 billion in client assets.

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Why Bullish?

Stifel's strong performance in satisfaction indicates employee retention and likely client trust, contributing to revenue growth. Historical trends show firms with high employee satisfaction often see stock price appreciation.

How important is it?

The recognition boosts organizational reputation and attractiveness to both advisors and clients. Improved advisor satisfaction may enhance operational efficiency, directly impacting financial results.

Why Short Term?

Immediate positive sentiment may influence investor behavior, leading to short-term stock price uptick. Similar historical instances show quick market reactions to employee satisfaction metrics.

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Stifel No. 1 in Overall Employee Advisor Satisfaction and Five Individual Categories July 16, 2025 11:21 ET  | Source: Stifel Financial Corporation ST. LOUIS, July 16, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary ranked No. 1 in employee advisor satisfaction among wealth management firms in the J.D. Power 2025 U.S. Financial Advisor Satisfaction StudySM. This marks the third straight year that Stifel has earned the top ranking, which is calculated based on responses submitted by Stifel advisors. Stifel’s overall score was 819 out of 1,000 – 214 points higher than the employee segment average and up 52 points from last year. In addition to finishing No. 1 overall, Stifel ranked first in five individual categories: compensation, leadership and culture, operational support, products and marketing, and technology. “I am thrilled that J.D. Power has named Stifel the No. 1 wealth management firm for employee advisor satisfaction for the third consecutive year,” said Ron Kruszewski, Chairman and CEO of Stifel. “This recognition means even more because it comes directly from our advisors. Ranking No. 1 in overall satisfaction – and in five of six categories – is a powerful testament to the culture we’ve built at Stifel. But we don’t view this as a victory lap – we view it as a challenge. A challenge to keep raising the bar, to keep listening, and to continuously improve.”“This is a tremendous honor for the firm, our advisors, and the colleagues who support them,” said Jim Zemlyak, President of Stifel and Head of Global Wealth Management. “Our unique culture is built around respect for our advisors, and we continually invest in their success by providing them the resources and support needed to deliver exceptional service to their clients.” Stifel is home to approximately 2,340 advisors with approximately $517 billion in client assets as of June 30, 2025. Stifel Company Information Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases. For further information,contact Brian Spellecy(314) 342-2000        

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