Joseph Holmes Towson

Employer firm

Mtm Investment Management, LLC CRD 297500

$678M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 01/1999 → 07/2020
  Raymond James Financial Services, Inc.
  Spartanburg, SC
• 01/2009 → 07/2020
  Raymond James Financial Services Advisors, Inc
  Spartanburg, SC
• 12/2011 → 07/2020
  Foster, Towson And Company, Inc
  Spartanburg, SC
• 03/2010 → Present
  Agriculture/Farming
  Duncan, SC
• 12/2017 → Present
  Author
  Duncan, SC
• 07/2018 → Present
  Digital Fast, Llc
  Duncan, SC
• 07/2020 → Present
  Mtm Investment Management, Llc
  Spartanburg, SC

Previous Registrations

• 2009-01-02 → 2020-07-10
  Raymond James Financial Services Advisors, Inc
  Spartanburg, SC
• 1999-05-19 → 2009-01-02
  Raymond James Financial Services, Inc.
  Spartanburg, SC
  Spartanburg, SC

Other Businesses

1) AGRICULTURE/FARMING; DUNCAN, SC; PROPRIETOR/OWNER; NOT INVESTMENT RELATED; 03/2010-PRESENT; 10 HOURS PER MONTH, 0 HOURS DURING TRADING; BEEKEEPING AND HONEY SALES. 2) NO BUSINESS NAME - AUTHOR. Address: Duncan, SC Nature of the Business: Author Position/Title: Author Investment Related:No Start Date: 12/28/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I've written an illustrated children's book, featuring two of our five-year-old grandchildren as the heroes of an adventure set in the Florida Keys, featuring pirates. 3) Digital Fast, LLC. Address: Duncan, SC. Nature of the Business: Other (unpaid) Position/Title: Proprietor/Owner Investment Related:No Start Date: 07/02/2018 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: Everything pertaining to an internet store.

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-06-02