Joshua Colwell
Joshua Colwell is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, GA, with 13 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
Greensboro, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Other Business Activities
Joshua owns CoWealth Properties LLC, a holding company that owns the property his advisory practice operates out of, and leases the property to his advisory practice. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations29 states
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
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