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Joshua Stackhouse

12 Years of Experience
Scottsdale, AZ
Broker

Joshua Stackhouse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 12 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

14350 N. 87th Street, Suite 300, Scottsdale, AZ, 85260

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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

Joshua is involved in several business activities, including real estate brokerage, rental properties (Beaver Odd Lot LLC, Sonoran Sky 110 LLC, and The Beaver Odd Lot), and serving on a steering committee for Coconino County parks and recreation. He also serves as CEO of Stackhouse Wealth Strategies LLC, his Raymond James affiliated securities business, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services, INC.Broker
October 2019 - Present · 6 yrs 11 mos
Previous Registrations
Edward Jones
May 2013 - October 2019 · 6 yrs 5 mos
Edward JonesBroker
April 2013 - October 2019 · 6 yrs 6 mos
State Registrations13 states
AZCACOIDMANCNHNMNVPATXUTWA
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.