JM
JM
Joshua Masariu
25 Years of Experience
Carmel, IN
1 DisclosureBroker
Joshua Masariu is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 25 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
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2014Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2006 - February 2013 · 7 yrs 1 mo
Morgan Keegan & Company, INC.Broker
June 2005 - February 2013 · 7 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
June 2002 - June 2005 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2001 - January 2002 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
June 2000 - May 2001 · 11 mos
Robert W. Baird & CO. IncorporatedBroker
June 2000 - May 2001 · 11 mos
State Registrations16 states
ALAZCAFLGAIAILINMAMINCNJOHSCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.