JR
CFP
JR
CFP
Joshua Rogers
25 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker
Joshua Rogers is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, 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
814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.
June 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2001 - June 2023 · 22 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - June 2023 · 22 yrs 5 mos
State Registrations14 states
AZCOFLGAINMAMENCNENHSCTNTXWA
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.