Joel Theis is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 15 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.
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Assets Under Management
Fee Structure
Location
3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is a partner in JZD Wellness LLC, a martial arts gym where he teaches once a week, and a partner in The Pour, where his daughter handles day-to-day operations. Both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 states
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