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Joshua Anderson

24 Years of Experience
Bronx, NY
Broker

Joshua Anderson is a registered investment advisor at Raymond James & Associates, INC., based in Bronx, NY, with 24 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

History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Joshua is an author, designer, editor, and self-publisher since 2016, dedicating a few hours per week to this activity. He is also the founder/leader of the American Council of Engineering Companies of New York, spending about 10-20% of his time in this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2014 - Present · 12 yrs 2 mos
Raymond James & Associates, INC.
February 2005 - Present · 21 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2005 - Present · 21 yrs 7 mos
Previous Registrations
RBC Dain Rauscher INC.
May 2002 - February 2005 · 2 yrs 9 mos
RBC Dain Rauscher INC.Broker
March 2002 - February 2005 · 2 yrs 11 mos
Tucker Anthony IncorporatedBroker
January 2002 - March 2002 · 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.