Joshua D. Biering

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

• 11/2017 → 12/2023
  Jpmorgan Chase Bank Na
  Fort Worth, TX
• 11/2017 → 12/2023
  Jpmorgan Securities Llc
  Fort Worth, TX
• 05/2016 → 11/2017
  Jpmorgan Chase
  Irving, TX
• 01/2024 → Present
  Raymond James & Associates
  Fort Worth, TX

Previous Registrations

• 2022-11-28 → 2023-12-22
  J.P. Morgan Securities Llc
  Arlington, TX
  Fort Worth, TX

Other Businesses

(1)Name of Business: Folds of Honor North Texas Address: 3900 Bent Elm Lane, Fort Worth, TX, 76109, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 06/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory Board Member- attend monthly board meetings to discuss strategy and event planning for fundraising. \n\nInvestment/ Finance Committee- review cash flow and partner with CPA/Bookkeeper to help track down receivables. Also provide observations/thoughts on near term liquidity/ management of short term cash equivalents. (2)Name of Business: Green Bier Investments LLC Address: 3900 Bent Elm Lane, Fort Worth, TX, 76109, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor, Officer - CEO Investment Related: No Start Date: 03/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am creating a separate, single purpose LLC wholly owned by my Revocable Living Trust. I am the sole manager and signer on the entity/LLC. I'm purely creating this LLC to serve as my personal investment company/entity in which I invest in future deals/private investments.. .in which I also understand and plan to submit separate requests for approval as I explore or invest in separate deals as a passive investor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-22
• S63 Uniform Securities Agent State Law Examination
  2017-12-30

Other Names

• Joshua David Sappi Biering
• Josh Biering
• Johs Biering
• Joshua David Biering
• Joshua D. Biering
• Joshua Biering