Joshua August Schuette

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

• 09/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Edwardsville, IL
• 10/2013 → 11/2016
  Lamboo Technologies, Llc
  Litchfield, IL
• 12/2016 → 11/2019
  Bank Of Edwardsville
  Edwardsville, IL
• 12/2019 → 01/2020
  Busey Bank
  Edwardsville, IL
• 02/2020 → 01/2021
  Cnb Bank & Trust
  Alton, IL
• 01/2021 → Present
  First Mid Bank & Trust
  Edwardsville, IL

Other Businesses

(1)Name of Business: First Mid Bank and Trust Address: 6814 Goshen Rd, Edwardsville, IL, 62025-7749, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 01/25/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Investment Officer/Vice President. For First Mid Bank & Trust - Wealth Management, I manage client portfolios, rebalance accounts, trade as a fiduciary on behalf of clients for Trust Services. (2)Name of Business: First Mid Wealth Management Address: 6814 Goshen Rd, Edwardsville, IL, 62025-7749, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/25/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client-facing fiduciary tasked with portfolio management, client acquisition, retention, and maintaining professional relationships with clients. (3)Name of Business: Sunshine Living Address: 1285 E. Union St. P.O. Box 24, Litchfield, IL, 62056, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Preparation, review and presentation of Quarterly financial statements, prepare annual budget.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-30

Designations

• Chartered Financial Consultant

Other Names

• Joshua A Schuette