Joshua Dent
Joshua Dent is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lockpor, NY, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
271 East Ave, Lockpor, NY, 14094
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Regulatory History
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 ActivitiesSells Insurance
Joshua owns Dent Wealth Management and JDent Inc., both support companies, dedicating minimal time to each. Joshua also sells fixed annuities as an agent, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Brighton Securities CORP.Broker
Edward JonesBroker
State Registrations28 states
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