JC
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Joy Chatburn

27 Years of Experience
Glen Allen, VA
Broker

Joy Chatburn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glen Allen, VA, with 27 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

Glen Allen, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joy works as a client assistant at Atlantic Union Bank since 2019, and at Atlantic Union Financial Consultants, LLC/AUB Wealth Management since 2021, dedicating about half of her time to each role. Both positions involve client assistance, with the bank role being investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.
March 2017 - Present · 9 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2016 - February 2017 · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2016 - February 2017 · 4 mos
First Clearing, LLCBroker
April 2009 - November 2016 · 7 yrs 7 mos
Wachovia Securities, LLCBroker
October 2000 - April 2009 · 8 yrs 6 mos
First Union Brokerage Services, INC.Broker
August 1998 - October 2000 · 2 yrs 2 mos
State Registrations11 states
CODCFLGAMDNCPASCTXVAWV
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.