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Joshua Tebbs Stout

Raymond James & Associates, Inc.

Farmington, UT

CRD 5974111

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2020-12-04
TX RA APPROVED 2020-12-03
  • UT RA
    APPROVED
    Since 2020-12-04
  • TX RA
    APPROVED
    Since 2020-12-03

Branch Locations

240 Northeast Promontory Suite 200, Farmington, UT 84025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Salt Lake City UT 11/2012 11/2016
Wells Fargo Clearing Services, Llc Salt Lake City UT 11/2016 12/2020
Raymond James & Associates, Inc. Farmington UT 12/2020 Present
Previous Registrations
Other Businesses

TRUSTEE OF TRUST FBO NIECES; INV. RELATED; KAYSVILLE, UT; START DATE 1/2019; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-01
S63 Uniform Securities Agent State Law Examination 2011-10-17
  • S65 Uniform Investment Adviser Law Examination
    2011-11-01
  • S63 Uniform Securities Agent State Law Examination
    2011-10-17

View on SEC IAPD

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