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Joseph Craig Tubman

Investment adviser representative at Raymond James (USA) Ltd
11 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Raymond James (USA) LimitedJun 2024 to now
  2. Raymond James LimitedMar 2021 to now
  3. Ip Private WealthApr 2019 to Aug 2021
  4. Raymond JamesJun 2015 to Apr 2019

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

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

Raymond James (USA) Ltd

$2BAssets managed
4,864Clients
122Advisers
15 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
7951671
Firm CRD
25853
Advisor's SEC record (opens in a new tab)
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