Joshua Thomas Grubbs
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
CFADesignation
$390BFirm 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 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.Sep 2023 to now
- Four Pillars Financial Planning GroupJun 2021 to now
- BalentineApr 2019 to Jun 2021
- Lcg AssociatesMay 2018 to Apr 2019
- Woodmark Capital AdvisorsMay 2017 to May 2018
- Rollins CollegeAug 2013 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6656313
- Firm CRD
- 149018