Joby Brae Raymond
Investment adviser representative at Team Financial Strategies
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$262MFirm 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 assetsFixed 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
11 years in the industry.
- Team Financial StrategiesMay 2025 to now
- Box Financial Advisors, LLCSep 2023 to May 2025
- Insurance Design Network, LLCFeb 2023 to Sep 2023
- Castleview Partners, LLCMar 2021 to Feb 2023
- Veracity Capital, LLCFeb 2020 to Dec 2020
- Castleview Partners, LLCApr 2017 to Dec 2019
- Blue Horse Financial Advisors, LLCJun 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Team Financial Strategies
Legal name: J. Team Financial, Inc.
$262MAssets managed
292Clients
9Advisers
13 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
- 6130736
- Firm CRD
- 134104