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Joseph G Ravotti

Edward Jones

Maple Valley, WA

CRD 6775111

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-28
WA RA APPROVED 2017-08-18
  • TX RA
    APPROVED_RES
    Since 2022-01-28
  • WA RA
    APPROVED
    Since 2017-08-18

Branch Locations

26837 Maple Valley Black Diamond Rd Se Suite 102, Maple Valley, WA 98038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 04/2017 Present
Zones Inc Auburn WA 05/2014 04/2017
  • 04/2017 → Present
    St Louis, MO
  • 05/2014 → 04/2017
    Zones Inc
    Auburn, WA
Other Businesses

Rental House Type of business: Rental property Covington, WA Start date: 10/12/2016 Landlord Hours per week: 0 Hours during trading: 0 Desc: I have a residential rental property. Current lease agreement runs through 2026.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-09
  • S66 Uniform Combined State Law Examination
    2017-06-09
Designations
  • Certified Financial Planner
Other Names
  • Joseph Gregory Ravotti

View on SEC IAPD

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