Joseph Louis Marinaccio

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:

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

Current Employers

Employment History

• 03/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Fairfield, NJ
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Fairfield, NJ
• 09/2022 → Present
  Raymond James & Associates, Inc.
  Morristown, NJ

Previous Registrations

• 2015-03-30 → 2022-10-03
  Wells Fargo Clearing Services, Llc
  Fairfield, NJ
• 2012-10-01 → 2015-04-08
  J.P. Morgan Securities Llc
  Roseland, NJ
  Wharton, NJ
  East Hanover, NJ
  Livingston,, NJ
• 2010-06-18 → 2012-10-01
  Chase Investment Services Corp.
  New Vernon, NJ
  Union, NJ
  Union, NJ
  East Hanover, NJ
  Union, NJ
  Roseland, NJ
  New Vernon, NJ

Other Businesses

(1)Name of Business: Palmeri Address: 42 Village Drive, Morristown, NJ, 07960, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for Aunt and Uncle's family trust

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-15
• S63 Uniform Securities Agent State Law Examination
  2007-07-19

Designations

• Certified Financial Planner

Other Names

• Joseph Marinaccio
• Joseph Louis Marinaccio