Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joby? Claim Your ProfileJoby Childress is a financial advisor working at Raymond James & Associates, Inc., with over 20 years of experience in the industry. Joby has been registered with FINRA since 1998 and is licensed to provide securities and investment advisory services in multiple states. Joby has experience working with clients of all sizes, including individuals, families, businesses, and institutions. Joby specializes in providing financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/16/2024 - Present
Raymond James & Associates, Inc. (Austin TX)
NY
08/10/2020 - 05/10/2021
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
08/10/2020 - 05/10/2021
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
08/10/2020 - 05/10/2021
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
TX
08/15/2017 - 05/10/2021
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
10/29/2014 - 02/26/2016
OPPENHEIMER & CO. INC. (DALLAS TX)
TX
05/16/2011 - 07/24/2013
SOUTHWEST SECURITIES, INC. (DALLAS TX)
CO
10/08/2003 - 04/08/2011
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
NJ
11/01/2001 - 06/11/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
TX
01/04/2001 - 10/17/2001
SWS SECURITIES INC. (DALLAS TX)
TX
08/25/1999 - 12/31/2000
MYDISCOUNTBROKER.COM (DALLAS TX)
TX
08/04/1998 - 10/13/1998
SHELMAN SECURITIES CORP. (DALLAS TX)
TX
07/08/1998 - 07/23/1998
LLOYD WADE SECURITIES INC. (DALLAS TX)
BOTH
Issued 08/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joby Childress is the right advisor for you? Invested Better is here to help.
