Joshua Lee Wilson

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

• 08/2004 → 10/2022
  Edward Jones
  St. Louis, MO
• 11/2022 → 12/2022
  Unemployed
  Sandia, TX
• 12/2022 → Present
  Raymond James Financial Services, Inc.
  Robstown, TX
• 12/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Robstown, TX

Previous Registrations

• 2007-02-13 → 2022-10-24
  Edward Jones
  Corpus Christi, TX
  Robstown, TX
  Corpus Christi, TX

Other Businesses

(1)Name of Business: Address: 6122 FM 3088, Sandia, TX, 78383, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 03/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: check on animals and bees, feed and water them, and miscellaneous land care (i.e. clear branches or fallen trees, etc.) (2)Name of Business: JL Wilson Holdings, LLC Address: 15946 Northwest Blvd, Robstown, TX, 78380-5957, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/06/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate Holding Company (3)Name of Business: Joshua Lee Wilson Address: 15946 Northwest Blvd, Robstown, TX, 78380-5957, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/12/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage Payroll and operate day to day business expense

Exams

• S66 Uniform Combined State Law Examination
  2007-02-02
• S63 Uniform Securities Agent State Law Examination
  2004-10-28

Other Names

• Josh Wilson