Joshua Ray Cotten

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

• 01/2008 → 07/2017
  Edward Jones
  Muskogee, OK
• 07/2017 → 01/2021
  Raymond James Financial Services, Inc.
  Muskogee, OK
• 07/2017 → 01/2021
  Raymond James Financial Services Advisors Inc.
  Muskogee, OK
• 02/2018 → Present
  Gooseneck Bend Fire Protection District
  Muskogee, OK
• 01/2021 → Present
  Armstrong Bank
  Muskogee, OK
• 01/2021 → 01/2026
  Lpl Financial Llc
  Muskogee, OK
• 01/2026 → Present
  Raymond James Financial Services, Inc.
  Muskogee, OK
• 01/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Muskogee, OK

Previous Registrations

• 2021-01-06 → 2026-01-26
  Lpl Financial Llc
  Muskogee, OK
  Norman, OK
  Muskogee, OK
  San Diego, CA
  Norman, OK
• 2017-07-17 → 2021-01-26
  Raymond James Financial Services Advisors, Inc
  Muskogee, OK
• 2008-02-27 → 2017-07-17
  Edward Jones
  Muskogee, OK
  Muskogee, OK
  St Louis, MO

Other Businesses

(1)Name of Business: Address: 4115 S 65th East, Muskogee, OK, 74403, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage cattle ranching operations (2)Name of Business: Address: 4115 S 65th St East, Muskogee, OK, 74403, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Armstrong Bank Address: 1215 W Okmulgee St, Muskogee, OK, 74401-6849, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to activity: Advisor ; Meet and review with clients to offer financial advice to achieve financial goals. (4)Name of Business: Armstrong Investment Advisors Address: 1215 W Okmulgee St, Muskogee, OK, 74401-6849, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Advisor; Meet with clients and make recommendations to achieve financial goals

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04