Joshua Thomas Grubbs

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

• 06/2021 → Present
  Four Pillars Financial Planning Group
  Nokomis, FL
• 04/2019 → 06/2021
  Balentine
  Atlanta, GA
• 05/2018 → 04/2019
  Lcg Associates
  Atlanta, GA
• 05/2017 → 05/2018
  Woodmark Capital Advisors
  Orlando, FL
• 08/2013 → 05/2018
  Rollins College
  Winter Park, FL
• 09/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Nokomis, FL

Other Businesses

(1)Name of Business: Four Pillars Financial Planning Group Address: 2440 N Tamiami Trail, Nokomis, FL, 34275, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/11/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-21
• S66 Uniform Combined State Law Examination
  2021-07-19

Designations

• Chartered Financial Analyst