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Joel Eberhardt Foster

Raymond James & Associates, Inc.

Atlanta, GA

CRD 3269921

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2012-10-04
  • GA RA
    APPROVED
    Since 2012-10-04

Branch Locations

3050 Peachtree Road Nw Suite 703, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Atlanta GA 10/2012 Present
Previous Registrations
  • 2004-03-11 → 2013-03-13
    Morgan Keegan & Company, Llc
    Atlanta, GA
    Atlanta, GA
Other Businesses

(1)Name of Business: Georgia Bankers Association Address: 50 Hurt Plaza, Suite 1050, Atlanta, GA, 30303, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: Yes Start Date: 07/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am serving on the Financial Risk Management committee which simply plans annual conferences on behalf of the trade association. I'm not compensated....

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-24
  • S66 Uniform Combined State Law Examination
    2003-09-24
Other Names
  • Joel E Foster

View on SEC IAPD

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