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Joel Henry Pope

Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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

10 years in the industry.

  1. Raymond James Financial Services Advisors, IncFeb 2025 to now
  2. TownebankFeb 2025 to now
  3. Raymond James Financial Services, Inc.Aug 2024 to now
  4. Towne Wealth ManagementAug 2024 to now
  5. Towne BankFeb 2023 to now
  6. City of SuffolkJul 2022 to Jan 2023
  7. Tidewater Community CollegeAug 2019 to Jul 2020
  8. Old Dominion UniversityAug 2017 to Dec 2022
  9. GrubhubJul 2017 to Jul 2022
  10. Portsmouth Christian SchoolsSep 2016 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7970894
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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