Joseph George Hameline

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

• 01/2016 → Present
  Raymond James & Associates
  South Burlington, VT

Previous Registrations

• 2005-07-29 → 2016-01-29
  Ubs Financial Services Inc.
  South Burlington, VT
  S. Burlington, VT
  South Burlington, VT
• 1998-11-04 → 2005-08-01
  Morgan Stanley Dw Inc.
  Burlington, VT

Other Businesses

(1) Name of Business: Address: 185 Littlefield Dr, Shelburne , VT, 05482, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/30/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We own a condo that is being rented out by a rental service organization. Seapines Rentals on Hilton Head Island, SC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-30
• S65 Uniform Investment Adviser Law Examination
  1998-09-30