Joseph Kozmata
Joseph Kozmata is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lone Tree, CO, with 44 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
Firm Size
IM Fee
Assets Under Management
Location
10463 Park Meadows Drive, Suite 115, Lone Tree, CO, 80124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
New England SecuritiesBroker
Sentra Securities CorporationBroker
Century Investors of America, INC.Broker
Associated Planners Securities CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
Chubb Securities CorporationBroker
State Registrations41 states
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