Joshua Garrett
Joshua Garrett is a registered investment advisor at Raymond James & Associates, INC., based in Fort Meyers, FL, with 20 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Fort Meyers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua owns real estate land in Tennessee through JK JK LLC since February 2024. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations30 states
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.