Joseph Jabar
Joseph Jabar is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Waterville, ME, with 30 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
315 Main St, Waterville, ME, 04901
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2018Other Business ActivitiesSells Insurance
Joseph operates Fischer Financial Services as a DBA for his LPL business, offering financial advisory, financial planning, investment management, and insurance services through LPL. This activity takes nearly full-time hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations12 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.
Exams
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