Joy Darlene Nagle

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

• 02/2016 → Present
  Raymond James Financial Services, Inc.
  St. Paul, MN
• 02/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Saint Paul, MN
• 02/2016 → 05/2023
  Silker & Schmitt, Llc./Dba
  Saint Paul, MN
• 04/2017 → 04/2017
  Youngstedts Minnoco & Auto Repair
  St. Louis Park, MN

Previous Registrations

• 2012-10-15 → 2016-02-19
  Wells Fargo Clearing Services, Llc
  Bloomington, MN

Other Businesses

(1)Name of Business: NorthStar Asset Management Address: 5270 W 84th St Ste 200, Bloomington, MN, 55437-1375, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: account maintenance, forms, telephones

Exams

• S66 Uniform Combined State Law Examination
  2012-10-13

Other Names

• Joy Darlene Rosengren