JO
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Joseph Offerman
26 Years of Experience
St. Petersburg, FL
2 DisclosuresBroker
Joseph Offerman is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
200 Central Avenue, Suite 270, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2007Settled
Regulatory
April 1990Final
Other Business Activities
Joseph owns Gun City Ranch, LLC, a 12-acre parcel of land with livestock, since 2013. He spends minimal time on this non-income generating activity with his wife.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - September 2020 · 16 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - September 2020 · 20 yrs 6 mos
State Registrations17 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.