JF
JF

Joel Foster

22 Years of Experience
Atlanta, GA
Broker

Joel Foster is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 22 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
Loading...

Location

3050 Peachtree Road Nw, Suite 703, Atlanta, GA, 30305

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Joel serves as a Director on the Financial Risk Management committee for the Georgia Bankers Association since 2019, planning annual conferences. This requires minimal time and is not compensated.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2012 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
March 2004 - March 2013 · 9 yrs
Morgan Keegan & Company, INC.Broker
April 2003 - March 2013 · 9 yrs 11 mos
State Registrations7 states
ALFLGAPASCTNVA
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.