JW
JW

Joseph Weaver

26 Years of Experience
St. Petersburg, FL
Broker

Joseph Weaver 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joseph is a member of the Trust and Wealth Management Executive Committee, a division of the Florida Bankers Association, since 2015. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2011 - Present · 14 yrs 5 mos
Raymond James & Associates, INC.Broker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Morgan Keegan & Company, INC.
December 2009 - June 2011 · 1 yr 6 mos
Morgan Keegan & Company, INC.Broker
November 2009 - June 2011 · 1 yr 7 mos
Banc of America Investment Services, INC.
June 2007 - March 2009 · 1 yr 9 mos
Banc of America Investment Services, INC.Broker
August 2005 - March 2009 · 3 yrs 7 mos
Banc of America Investment Services, INC.Broker
January 2004 - March 2004 · 2 mos
Banc of America Investment Services, INC.Broker
December 1998 - October 2002 · 3 yrs 10 mos
Nationsbanc Investments, INC.Broker
April 1998 - April 1998 · 0 mos
Barnett Investments, INC.Broker
December 1997 - April 1998 · 4 mos
First Union Brokerage Services, INC.Broker
June 1994 - March 1997 · 2 yrs 9 mos
State Registrations1 state
FL
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.