Joshua Rohrer
Joshua Rohrer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Buffalo, NY, with 1 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
217 Linwood Ave., Lower Level, Buffalo, NY, 14209
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Regulatory History
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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Joshua is a registered associate with Accreux Wealth Management, a DBA/support company, since July 2024. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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