JR
CFP
JR
CFP

Joshua Reider

9 Years of Experience
Denver, CO
Broker

Joshua Reider is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denver, CO, 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 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

4643 S Ulster Street, Suite 350, Denver, CO, 80237

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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 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James Financial Services, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Strategic Capital Advisers, INC.
November 2018 - June 2020 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
State Registrations2 states
COFL
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.
Joshua Reider - Financial Advisor | TrueAdvisor