Joseph Partick Laubacher

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

• 08/2016 → 05/2018
  Mcgervey Wealth Management, Llc
  Canton, OH
• 06/2018 → Present
  Raymond James Financial Services, Inc.
  Canton, OH
• 06/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Canton, OH

Previous Registrations

• 2016-08-08 → 2018-05-18
  Mcgervey Wealth Management, Llc
  Canton, OH
• 2007-10-05 → 2016-08-09
  Edward Jones
  Canton, OH
  Canton, OH
  Canton, OH
  St Louis, MO

Other Businesses

(1)Name of Business: Happy Valley Lodge LLC Address: 2979 Forestview St NE, Canton, OH, 44721, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family owned tree farm - rustic cabin with a fishing pond. Family owned recreation use only. (2)Name of Business: PortfolioVision Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/02/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the 6JY Support company for compensation

Exams

• S66 Uniform Combined State Law Examination
  2007-09-27

Other Names

• Joe Laubacher
• Joseph Patrick Laubacher