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Joshua Drew Slayton

Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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

11 years in the industry.

  1. Raymond James Financial Services Advisors, IncAug 2024 to now
  2. Raymond James Financial ServicesMay 2024 to now
  3. Raymond James Financial ServicesDec 2023 to Jan 2024
  4. Rochester Mills Beer CompanyJun 2023 to Aug 2023
  5. Grenoble School of ManagementMay 2023 to Jun 2023
  6. Raymond James Financial ServicesAug 2022 to Aug 2022
  7. Grand Valley State UniversityAug 2020 to May 2024
  8. Sr Caulking LLCAug 2020 to Aug 2021
  9. Bowling Green State UniversityAug 2019 to Oct 2019
  10. J5 Consulting and Construction Services LLCJul 2019 to Aug 2023
  11. Flipspot Gymnastic and Cheer Co.Jun 2018 to Mar 2019
  12. Palazzo Di BocceOct 2016 to Mar 2017
  13. Lake Orion High SchoolAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7587167
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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