Joel Stuart Merritt
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
Are you Joel Stuart Merritt? Claim your profile
Contact this firm
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
10 years in the industry.
- Merritt Wealth & Retirement Advisors, Inc.Jan 2021 to now
- Raymond James Financial Services Advisors, IncMay 2018 to now
- Raymond James Financial Services, IncMay 2018 to now
- Diversified Management, Inc.Dec 2016 to Apr 2018
- Thrivent FinancialJan 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 6382528
- Firm CRD
- 149018