JJ
CFP
JJ
CFP

Joseph Jabar

29 Years of Experience
Waterville, ME
1 DisclosureBrokerSells Insurance

Joseph Jabar is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Waterville, ME, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

315 Main St, Waterville, ME, 04901

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2018
Denied
Other 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
July 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
July 2025 - Present · 1 yr 2 mos
Previous Registrations
LPL Financial LLC
December 2002 - July 2025 · 22 yrs 7 mos
LPL Financial LLCBroker
December 2002 - July 2025 · 22 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
August 1996 - December 2002 · 6 yrs 4 mos
State Registrations12 states
CAFLILMAMDMENCNHNMNYOHWA
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.
Joseph Jabar - Financial Advisor | TrueAdvisor