JS
ChFC
JS
ChFC

Joshua Schuette

1 Year of Experience
Edwardsville, IL
1 DisclosureMay Earn Commission

Joshua Schuette is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Edwardsville, IL, with 1 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

6814 Goshen Road, Edwardsville, IL, 62025

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2013
Other Business Activities

Joshua is a Senior Investment Officer/Vice President at First Mid Bank & Trust - Wealth Management, managing client portfolios and trading as a fiduciary. He also works for First Mid Wealth Management, focusing on portfolio management, client acquisition, and retention; both activities take about half of Joshua's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2024 - Present · 1 yr 10 mos
State Registrations1 state
IL
Advisor

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.
Joshua Schuette - Financial Advisor | TrueAdvisor