Joel Adams, financial advisor Asheville NC
93 score

Joel Adams

CRD Number: 1396354
Current Firm: Raymond James Financial Services Advisors, Inc.

Joel Adams (CRD# 1396354) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheville, NC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Asheville, NC Jan 2009 - Current 8
J.b. Adams Jr And Assoc, Inc. Asheville, NC Oct 2006 - Current 11
Jba Property LLC Asheville, NC Mar 2002 - Current 15
Raymond James Financial Services, Inc. Asheville, NC Apr 1994 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Oct 1993
Contact Info for Joel B. Adams
Phone Number: 727-567-1000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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