JJ
JJ

Joseph Janca

8 Years of Experience
Highland, MI
Broker

Joseph Janca is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Highland, MI, with 8 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
Loading...

Location

1641 S Milford Rd, Ste C103, Highland, MI, 48357

Get directions

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.

Learn about disclosures →
Other Business Activities

Joseph works as an associate/employee providing client service support for Ballard Wealth Group. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2017 - Present · 9 yrs
Raymond James Financial Services, INC.Broker
June 2017 - Present · 9 yrs 3 mos
State Registrations17 states
AKALCACOFLILINKSKYMAMINCOHSCTXVAWI
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.