JP
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Joshua Potterton
20 Years of Experience
Honolulu, HI
1 DisclosureBroker
Joshua Potterton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, 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 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
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Location
555 South Street, Apt 102, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2010Settled
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2025 - Present · 11 mos
Raymond James Financial Services, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Edward Jones
January 2007 - June 2025 · 18 yrs 5 mos
Edward JonesBroker
August 2005 - June 2025 · 19 yrs 10 mos
State Registrations17 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.