Joshua Thomas Green
Investment adviser representative at Steward Partners Investment Advisory, LLC
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$36.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Steward Partners Investment Advisory, LLCJul 2026 to now
- Steward Partners Global Advisory, LLCJul 2026 to now
- Steward Partners Investment Solutions, LLCJul 2026 to now
- Raymond James & Associates, Inc.Oct 2024 to Jul 2026
- Raymond James Financial Services, Inc.Nov 2022 to Oct 2024
- Raymond Jams Financial Services Advisors, Inc.Nov 2022 to Oct 2024
- Steward Partners Investment Solutions, LLCMay 2022 to Nov 2022
- Steward Partners Global Advisory, LLCMar 2022 to Nov 2022
- Steward Partners Investment Advisory, LLCMar 2022 to Nov 2022
- Raymond James Financial Services, Inc.Mar 2022 to Jun 2022
- Raymond James & Associates, IncJan 2020 to Mar 2022
- T. Rowe PriceFeb 2011 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5900041
- Firm CRD
- 283004