Joshua Aisenbaum
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Raymond James & Associates, Inc.Apr 2026 to now
- J.P. Morgan Securities LLCJul 2024 to Apr 2026
- JPMorgan Chase Bank, N.A.Jul 2024 to Apr 2026
- UnemployedSep 2023 to Jun 2024
- UBSJun 2023 to Aug 2023
- Overtime AthletesFeb 2023 to May 2023
- Morris Tepper CpaNov 2021 to Jan 2023
- UnemployedFeb 2021 to Oct 2021
- Jacob Kitchen IncOct 2020 to Jan 2021
- UnemployedJul 2014 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7730805
- Firm CRD
- 705