Joseph Wilfred Rogers
Investment adviser representative at Raymond James Investment Management
10 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
10 years in the industry.
- Raymond James Investment ManagementOct 2023 to now
- Carillon Fund Distributors, Inc.Jul 2022 to now
- Carillon Tower Advisers, Inc.Jul 2022 to now
- Lakeside DermatologyJan 2021 to now
- Driveline BaseballMay 2020 to Jan 2021
- University of Central FloridaMar 2019 to May 2020
- Atlanta BravesSep 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
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
- 7596129
- Firm CRD
- 174904