JB
JB

Joanna Boynton

27 Years of Experience
Wellington, FL
Broker

Joanna Boynton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wellington, FL, 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

12400 South Shore Blvd., Wellington, FL, 33414

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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

Joanna is the owner of Boynton Family Farms LLC, a ranch property, and Boynton Financial Group, Inc., a support company. She also owns rental real estate through MCCOPA, LLC and Quiet Woods LLC, dedicating minimal time to each activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.Broker
July 1998 - Present · 27 yrs 10 mos
Previous Registrations
Raymond James Financial Services
July 1998 - October 2009 · 11 yrs 3 mos
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.