JB
JB

Joanna Bever

15 Years of Experience
Saint Petersburg, FL
Broker

Joanna Bever is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 15 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

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Raymond James & Associates, INC.
June 2020 - March 2025 · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2011 - March 2025 · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2010 - July 2011 · 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.