JL
CFP
JL
CFP

Joseph Leblanc

7 Years of Experience
St. Petersburg, FL
Broker

Joseph Leblanc is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 7 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

St. Petersburg, FL

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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.
March 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.
March 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Neuberger Berman Bd LLC
October 2023 - April 2024 · 6 mos
Neuberger Berman Bd LLCBroker
October 2023 - April 2024 · 6 mos
Franklin Distributors, LLCBroker
January 2022 - October 2023 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - January 2022 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2021 - January 2022 · 2 mos
Fidelity Personal and Workplace Advisors
July 2020 - September 2021 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
July 2020 - September 2021 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - June 2020 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - June 2020 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Leblanc - Financial Advisor | TrueAdvisor