Josh A Dunn

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

• 06/2014 → 07/2017
  Pnc Investments
  Orlando, FL
• 07/2017 → 11/2017
  Jpmorgan Securities Llc
  Tampa, FL
• 11/2017 → 04/2018
  Pnc Investment
  Sarasota, FL
• 04/2018 → 02/2023
  Pnc Investments
  Sarasota, FL
• 02/2023 → Present
  Raymond James Financial Services
  Oakland, FL
• 02/2023 → Present
  Raymond James Financial Services Advisors Inc.
  Oakland, FL

Previous Registrations

• 2017-12-12 → 2023-02-13
  Pnc Wealth Management Llc
  Sarasota, FL
  Odessa, FL
  Cleveland, OH
  Oakland, FL
• 2017-08-28 → 2017-11-29
  J.P. Morgan Securities Llc
  Tampa, FL
• 2014-07-07 → 2017-07-31
  Pnc Wealth Management Llc
  Sarasota, FL
• 2012-10-03 → 2014-06-23
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-09-05
• S63 Uniform Securities Agent State Law Examination
  2007-11-19

Designations

• Certified Financial Planner

Other Names

• Josh Dunn
• Josh Alex Dunn
• Josh Alex Dunn
• Joshua Alex Dunn