Joyce Shirley Meswick

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 08/2017
  Wells Fargo
  Annapolis, MD
• 09/2007 → 08/2017
  Finet
  Annapolis, MD
• 08/2017 → Present
  Raymond James Financial Services, Inc.
  Naples, FL
• 08/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Naples, FL
• 08/2017 → Present
  Joy Wealth Services
  Naples, FL

Previous Registrations

• 2007-09-13 → 2017-09-05
  Wells Fargo Advisors Financial Network, Llc
  Annapolis, MD
  Naples, FL
• 2001-02-02 → 2007-09-19
  Ubs Financial Services Inc.
  Baltimore, MD
  Baltimore, MD

Other Businesses

(1)Name of Business: Joy Wealth Services Address: 5495 Bryson Dr Ste 421, Naples, FL, 34109, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/31/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-30
• S63 Uniform Securities Agent State Law Examination
  1989-09-07

Designations

• Chartered Financial Consultant

Other Names

• Joyce Shirley Wickham
• Joyce Shirley Bartsch