JR
JR

Joseph Wilfred Rogers

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
3 clients
Average Client Portfolio
$5.5B average
Assets Under Management
$16.4B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

780 Carillon Parkway, St Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Other Business Activities

Joseph consults for Lakeside Dermatology, overseeing and assisting with their social media accounts, dedicating a few hours per week. He also streams on Twitch, a podcasting/gaming platform, in his free time and may receive occasional donations.

Employment History
Current Registrations
Raymond James Investment Management
October 2023 - Present · 2 yrs 4 mos
Carillon Fund Distributors, INC.Broker
September 2022 - Present · 3 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.