JM
JM

Joseph Mccastlain

14 Years of Experience
Saint Petersburg, FL
Broker

Joseph Mccastlain is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 14 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

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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 Financial Services, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
May 2025 - December 2025 · 7 mos
Raymond James & Associates, INC.Broker
May 2025 - December 2025 · 7 mos
Mutual of America Securities LLCBroker
May 2014 - April 2019 · 4 yrs 11 mos
Mutual of America Life Insurance CompanyBroker
May 2014 - April 2019 · 4 yrs 11 mos
Raymond James Financial Services Advisors, INC
April 2013 - May 2014 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
March 2013 - May 2014 · 1 yr 2 mos
Summit Financial Group INC
June 2012 - April 2013 · 10 mos
Summit Brokerage Services, INC.Broker
June 2012 - April 2013 · 10 mos
Morgan Stanley Smith Barney LLC
October 2011 - June 2012 · 8 mos
Morgan Stanley Smith BarneyBroker
September 2011 - June 2012 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.