Josh Dunn
Josh Dunn is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 18 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
880 Carillon Parkway, Saint Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
PNC Investments
PNC InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations53 states
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