JB
JB

Joseph Brauner

5 Years of Experience
Newtown, PA
Broker

Joseph Brauner is a registered investment advisor at Raymond James & Associates, INC., based in Newtown, PA, with 5 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

5 Caufield Place, Suite 201, Newtown, PA, 18940

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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.
February 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
December 2020 - Present · 5 yrs 5 mos
State Registrations4 states
FLMDNJPA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.