JA
CFP
JA
CFP
Joshua Aylesworth
27 Years of Experience
Scottsdale, AZ
3 DisclosuresBroker
Joshua Aylesworth is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, 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 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
8501 N. Scottsdale Road, Suite 250, Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (3)
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Regulatory
July 2018Final
Regulatory
May 2016Final
Criminal
October 2013Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2017 - Present · 8 yrs 7 mos
Raymond James & Associates, INC.
September 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - October 2015 · 7 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2015 · 7 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - January 2005 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1999 - January 2008 · 9 yrs
State Registrations26 states
AZCACOCTDEFLGAILINKYMAMIMNMOMSNCNJNYOHPATNTXUTVAWAWI
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.