AJ
ChFC
AJ
ChFC

Amanda Joseph

13 Years of Experience
Columbus, OH
Broker

Amanda Joseph is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, with 13 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

3100 Tremont Road, Suite 210, Columbus, OH, 43221

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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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Other Business Activities

Amanda works as a Registered Client Service Rep and Director of Operations for Logan and Reed Wealth Partners since January 2024. This takes about a quarter to half of Amanda's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2012 - Present · 14 yrs 2 mos
State Registrations1 state
OH
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.
Amanda Joseph - Financial Advisor | TrueAdvisor