JD
JD
Joseph Debonis
31 Years of Experience
Holmdel, NJ
1 DisclosureBroker
Joseph Debonis is a registered investment advisor at Raymond James & Associates, INC., based in Holmdel, NJ, with 31 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
Holmdel, NJ
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Regulatory History (1)
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Customer Dispute
February 2008Closed-No Action
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2022 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - February 2022 · 14 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2008 - February 2022 · 14 yrs 1 mo
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
May 1994 - January 2008 · 13 yrs 8 mos
State Registrations6 states
FLNCNJNYSCVA
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.