Joseph William Hendrix

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

• 07/2015 → 02/2024
  Mariner Wealth Advisors
  Tulsa, OK
• 02/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Oklahoma City, OK
• 02/2024 → Present
  Founded Wealth Planning
  Oklahoma City, OK

Previous Registrations

• 2016-09-23 → 2024-02-14
  Mariner
  Tulsa, OK
  Oklahoma City, OK
• 2015-04-20 → 2018-07-03
  Mariner Wealth Advisors
  Tulsa, OK
  Overland Park, KS

Other Businesses

(1)Name of Business: Founded Wealth Planning Address: 4801 Gaillardia Pkwy Ste 200, Oklahoma City, OK, 73142-1866, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 02/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company for my Raymond James affiliation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-20

Designations

• Certified Financial Planner

Other Names

• Joe William Hendrix
• Joseph W Hendrix