Joann Shmyr Price
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions
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 & Associates, Inc.Nov 2025 to now
- UBS Financial ServicesSep 2023 to Nov 2025
- Advanced Wealth StrategiesNov 2020 to Jul 2023
- ComparisMay 2018 to Aug 2018
- Sparty's MarketSep 2017 to Feb 2018
- Michigan State UniversityAug 2017 to May 2021
- Leo's Coney IslandOct 2016 to Feb 2017
- Canton High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7311449
- Firm CRD
- 705