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Joseph Jones Del guercio

Investment adviser representative at Raymond James Investment Management
11 yearsExperience
1 stateRegistered in
$16.9BFirm assets
11 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Raymond James Investment ManagementFeb 2026 to now
  2. Carillon Fund DistributorsSep 2025 to now
  3. Carillon Tower Advisers, Inc.Jun 2022 to now
  4. Raymond James & AssociatesJun 2022 to Sep 2025
  5. College of CharlestonAug 2018 to May 2022
  6. Hilton Head Island High SchoolAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Raymond James Investment Management

Legal name: Carillon Tower Advisers, Inc.

$16.9BAssets managed
5Clients
31Advisers
11 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
7227393
Firm CRD
174904
Advisor's SEC record (opens in a new tab)
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