Jo Pontius is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3414 Peachtree Road NE, Suite 550, Atlanta, GA, 30326
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
The Gms Group, LLCBroker
Southern Financial Group, INC.Broker
Feltman & COBroker
Thomas James Associates, INC.Broker
Fsi Financial CorporationBroker
Vanguard CapitalBroker
First Affiliated Securities, INC.Broker
Powell & Satterfield, INC.Broker
Delta Financial Investment CorporationBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.