JP
JP
Joseph Pellegrini
23 Years of Experience
St. Petersburg, FL
2 DisclosuresBroker
Joseph Pellegrini is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 23 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
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2006Denied
Criminal
February 1999Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 4 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 4 mos
Raymond James Financial Services Advisors, INC
March 2013 - Present · 13 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2012 · 3 yrs 11 mos
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Ameriprise Financial Services, INC.Broker
September 2001 - January 2007 · 5 yrs 4 mos
Ids Life Insurance CompanyBroker
September 2001 - July 2006 · 4 yrs 10 mos
Ameriprise Financial Services, INC.
September 2001 - January 2007 · 5 yrs 4 mos
State Registrations1 state
FL
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.