Joshua Andru Boulware

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 06/2025
  Edward Jones
  St Louis, MO
• 06/2025 → Present
  Raymond James & Associates, Inc
  Newport Beach, CA

Previous Registrations

• 2015-12-01 → 2025-06-16
  Edward Jones
  St Petersburg, FL
  Clearwater, FL
  St Louis, MO
  St Petersburg, FL
  St Petersburg, FL

Other Businesses

(1) Name of Business: The ICON Project Address: 21 Vasto St, Rancho Mission Viejo, CA, 92694, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/10/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This would be a life education and empowerment company, formalizing my financial education and speaking engagements that I have done for the last 11 years.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Joshua Andru Boulware