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Joseph Hunter Gilbert

Advisor at Raymond James Financial — Scottsboro, AL

Updated today

Credentials

Series 66

Experience

9 years

Location

Scottsboro, AL 35768

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Joseph Gilbert is a financial advisor with Raymond James Financial in Scottsboro, Alabama, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Edward Jones, Cetera Investment Services, Regions Bank, and United Johnson Brothers of Alabama. Outside of his advisory work, he serves as Treasurer of the Board of Deacons at Scottsboro Cumberland Presbyterian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Scottsboro, AL

601 East Laurel Street

Scottsboro AL 35768

Advisors at this office

3

Most active in

Alabama

Work history

9 years of industry experience

Raymond James Financial Services, Inc.

2024 - Present • 2 years

Scottsboro, AL

Raymond James Financial Services Advisors, Inc.

2024 - Present • 2 years

Scottsboro, AL

Scottsboro Cumberland Presbyterian Church

2023 - Present • 3 years

Scottsboro, AL

Edward Jones

2022 - 2024 • 2 years

St Louis, MO

Cetera Investment Services Llc

2021 - 2022 • 1 year

St Cloud, MN

Regions bank

2021 - 2022 • 1 year

Scottsboro, AL

Cetera

2021 - 2022 • 1 year

Scottsboro, AL

Edward Jones

2017 - 2021 • 4 years

St Louis, MO

United Johnson Brothers of Alabama

2011 - 2017 • 6 years

Bessemer, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tara N

Series 63, Series 65

Scottsboro, AL

Cambridge Investment Research Advisors

Tara Nicholas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and one year of industry experience. Her prior roles include positions at Kovack Securities, Inc., Nicholas Financial Services, and involvement with All Saints Episcopal Church and The Episcopal Church. She currently serves as a committee member at St. Luke's Episcopal Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through financial planning, investment management, and retirement plan advisory services. The firm offers customized investment solutions delivered by independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Rebecca K

Series 66

Scottsboro, AL

Edward Jones

Rebecca Kilgore is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

David N

Series 63, Series 65

Scottsboro, AL

Cambridge Investment Research Advisors

David Nicholas is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He previously worked for 15 years at Kovack Advisors, Inc. and Kovack Securities, Inc. Nicholas is a licensed notary in Scottsboro, Alabama. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using multiple custody platforms and a range of proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tyler S

Series 66

Scottsboro, AL

Cetera

Tyler Shankles is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and 1st Franklin Financial Corp. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew H

Series 66

Rainsville, AL

Edward Jones

Matthew Hale is a financial advisor with Edward Jones in Rainsville, AL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at G2 Supply LLC for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Malorie G

Series 66

Scottsboro, AL

Edward Jones

Malorie Griffith is a financial advisor with Edward Jones in Scottsboro, AL, holding a Series 66 credential and having one year of industry experience. Before joining Edward Jones, she worked with the Jackson County Board of Education and has over a decade of experience with Griffith Interiors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an investment advisory program that manages approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Real estate investing Founder/Business Owner Executive Oil & Gas Real Estate Professional
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