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Joel B
Series 66
Saint Augustine, FL
Steward Partners Investment Advisory, LLC
Joel Bogosh is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Raymond James and Avantax Wealth Management before joining Steward Partners in 2023. Based in Saint Augustine, FL, his background spans advisory roles across multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. It serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a wide range of investment advisory and financial planning services.
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