Joseph Downes (CRD# 5426740) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Austin, MN and has over 16 years of experience in the finance industry. Joseph Downes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1306576
Intellicents Investment Solutions Inc.
CRD# 5853221
Intellicents Investment Solutions Inc.
CRD# 5532996
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Eden Prairie, MN | Jun 2019 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Eden Prairie, MN | Jun 2019 - Current | 4 |
| Integrity Wealth | Eden Prairie, MN | Dec 2018 - Current | 5 |
| Raymond James Financial Services, Inc. | Eden Prairie, MN | Dec 2018 - Jun 2019 | < 1 |
| Unemployed | Edina, MN | Sep 2018 - Dec 2018 | < 1 |
| Laurel Wealth Planning, LLC | Edina, MN | May 2013 - Aug 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
| S63 | Uniform Securities State Law Examination | Jun 2019 |
- MN
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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