Joseph Salemi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ludlow, MA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

535 East Street, Ludlow, MA, 01056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph serves on the board of directors for Camp Anderson Foundation Inc., a youth camp and church retreat center. He dedicates minimal time to this activity, focusing on financial decisions to ensure the camp's continued operation.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2026 - Present · 4 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 4 mos
Previous Registrations
Ip Financial Advisory Services LLC
March 2025 - December 2025 · 9 mos
Innovation Partners LLCBroker
October 2024 - December 2025 · 1 yr 2 mos
State Registrations1 state
MA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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