Joshua J. Wodka
Investment adviser representative at Raymond James & Associates, Inc.
10 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
10 years in the industry.
- Raymond James & Associates, Inc.Jul 2026 to now
- Raymond James & Associates, Inc.Apr 2026 to Jun 2026
- Pathstone Family OfficeJun 2025 to Aug 2025
- Interbay Golf CenterOct 2024 to Apr 2026
- Troon Wa Leasing Se LLCSep 2024 to Feb 2026
- Alpha PartnersJul 2024 to Aug 2024
- Olympia Country & Golf ClubJun 2024 to Dec 2024
- University of WashingtonSep 2022 to Mar 2026
- Dawgman.comAug 2022 to Jan 2026
- Olympia High SchoolJun 2016 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7964206
- Firm CRD
- 705