Joanne Sardella

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

• 11/2009 → Present
  Raymond James Financial Services, Inc
  Vero Beach, FL
• 11/2009 → Present
  Raymon James Financial Services Advisors,Inc
  Vero Beach, FL

Previous Registrations

• 2008-01-01 → 2009-11-13
  Wells Fargo Clearing Services, Llc
  Vero Beach, FL
• 1994-07-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Vero Beach, FL
  Vero Beach, FL
  St. Louis, MO

Other Businesses

(1)Name of Business: Vero Beach Wealth Management Address: 4733 Highway A1A Ste 303, Vero Beach, FL, 32963-5439, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Manager/FA (2)Name of Business: Vero Beach Yacht Club Address: 3601 Rio Vista Blvld., Vero Beach, FL, 32963, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A member of the finance committee

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-01-03

Designations

• Certified Financial Planner

Other Names

• Joanne (None) Sardella