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Joseph Anthony Salemi

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 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

13 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Jan 2026 to now
  2. Raymond James Financial Services, Inc.Jan 2026 to now
  3. Ip Financial Advisory Services LLCMar 2025 to Dec 2025
  4. Innovation Partners LLCOct 2024 to Dec 2025
  5. UnemployedJul 2024 to Oct 2024
  6. NuproDec 2021 to Jul 2024
  7. Harborone MortgageJul 2019 to Oct 2021
  8. ConvalDec 2018 to Feb 2020
  9. Collins AerospaceOct 2018 to Nov 2018
  10. Smith & WessonOct 2013 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7990288
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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