Joshua Adam Zoldan
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2025 to now
- Raymond James Financial Services Inc.May 2025 to now
- Wells Fargo Advisors Financial Network, LLCApr 2024 to Feb 2025
- Wealth Enhancement Advisory ServicesNov 2022 to Mar 2024
- Wealth Enhancement Brokerage ServicesNov 2022 to Mar 2024
- Wealth Enhancement GroupNov 2022 to Mar 2024
- Mutual of Omaha Investor Services, Inc.Jun 2021 to Nov 2022
- Sak Associates Inc.Jun 2021 to Nov 2022
- Fsc Securities Corp / American Portfolios Financial ServicesJan 2014 to Jun 2021
- Wealth Management Institute, LtdNov 2013 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6286507
- Firm CRD
- 149018