Joseph Edward Mccastlain

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

• 05/2014 → 04/2019
  Mutual Of America Life Insurance Company
  Tampa, FL
• 05/2014 → 04/2019
  Mutual Of America Securities Llc
  Tampa, FL
• 04/2019 → Present
  Raymond James Financial Services, Inc
  St Petersburg, FL
• 04/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  St Petersburg, FL
• 04/2025 → Present
  Raymond James & Associates, Inc.
  Saint Petersburg, FL

Previous Registrations

• 2025-05-05 → 2025-12-31
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2013-04-02 → 2014-05-27
  Raymond James Financial Services Advisors, Inc
  Mobile, AL
• 2012-06-29 → 2013-04-03
  Summit Financial Group Inc
  Mobile, AL
• 2011-10-31 → 2012-06-29
  Morgan Stanley
  Mobile, AL
  Mobile, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-20
• S66 Uniform Combined State Law Examination
  2011-10-28

Other Names

• Joseph Edward Mccastlain
• Joe Mccastlain
• Joseph Edwarddddd Mccastlain