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Joselyn Nordstrom

9 Years of Experience
Pasadena, CA
Broker

Joselyn Nordstrom is a registered investment advisor at Raymond James & Associates, INC., based in Pasadena, CA, with 9 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.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

301 North Lake Avenue, Suite 1150, Pasadena, CA, 91101

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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 & Associates, INC.
September 2017 - Present · 8 yrs 8 mos
Raymond James & Associates, INC.Broker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Triad Advisors, INC.Broker
June 2016 - February 2017 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joselyn Nordstrom - Financial Advisor | TrueAdvisor