JP
CFP
JP
CFP

Joshua Pasahow

17 Years of Experience
Boca Raton, FL
Broker

Joshua Pasahow is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 17 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Boca Raton, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2017 - Present · 8 yrs 10 mos
Raymond James & Associates, INC.
July 2017 - Present · 8 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Morgan Stanley
June 2009 - July 2017 · 8 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2017 · 8 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2009 - June 2009 · 3 mos
State Registrations35 states
AZCACOCTDCDEFLGAHIIDILLAMAMDMEMIMNMONCNHNJNYOHOKORPARISCTNTXUTVAVTWAWV
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 Pasahow - Financial Advisor | TrueAdvisor