JK
JK

Justin Koshenina

21 Years of Experience
Bartlett, TN
Broker

Justin Koshenina is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bartlett, TN, with 21 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

Bartlett, TN

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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
September 2024 - Present · 2 yrs
Raymond James Financial Services, INC.
January 2018 - Present · 8 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2018 - Present · 8 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
October 2013 - December 2022 · 9 yrs 2 mos
Raymond James & Associates, INC.Broker
February 2013 - December 2022 · 9 yrs 10 mos
Morgan Keegan & Company, INC.Broker
May 2011 - February 2013 · 1 yr 9 mos
Securian Financial Services, INC.Broker
April 2010 - May 2010 · 1 mo
Banc of America Investment Services, INC.Broker
March 2007 - April 2009 · 2 yrs 1 mo
First Tennessee Brokerage, INC.Broker
December 2002 - March 2007 · 4 yrs 3 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAHIIAIDILKSKYLAMDMEMIMNMOMSMTNDNHNJNMNVNYOHOKPRRISCSDTNTXVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.