JG
CFA
JG
CFA

Joshua Grubbs

2 Years of Experience
Nokomis, FL
May Earn Commission

Joshua Grubbs is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nokomis, FL, with 2 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

2440 Tamiami Trail N., Nokomis, FL, 34275

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joshua is an associate/employee at Four Pillars Financial Planning Group, a support company. He spends minimal time on this activity, which is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
FL
Advisor

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.