Joseph Whalen
Joseph Whalen is a registered investment advisor at Raymond James & Associates, INC., based in Chevy Chase, MD, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2 Wisconsin Circle, Suite 930, Chevy Chase, MD, 20815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is an assistant rugby coach for Gonzaga High School, teaching sophomores how to play. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations27 states
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