JW
JW

Joshua Wilson

21 Years of Experience
Robstown, TX
1 DisclosureBroker

Joshua Wilson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Robstown, TX, 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

15946 Northwest Blvd., Robstown, TX, 78380

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2018
Denied
Other Business Activities

Joshua owns and operates an agriculture/farming business, keeping bees and raising livestock. He also owns a real estate holding company and is an officer of a support company, dedicating minimal time to each of these ventures, and works as a financial advisor for Laguna Wealth Services.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Edward Jones
February 2007 - October 2022 · 15 yrs 8 mos
Edward JonesBroker
October 2004 - October 2022 · 18 yrs
State Registrations6 states
ARCOINMNOKTX
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.
Joshua Wilson - Financial Advisor | TrueAdvisor