Joshua Rogers

With the knowledge that comes from more than 23 years of experience in the financial services industry, Josh helps investors navigate the myriad of available investment options with a high level of service and a personal commitment.

From financial planning to comprehensive investment strategy management, Josh’s recommendations are made in the interest of providing the highest value and benefit to you. He works closely with clients to determine their needs to craft customized financial strategies to help pursue their goals, always striving to put the interests of clients first.

At Raymond James, Josh has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he aims to answer promptly, completely and truthfully. He provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Josh joined Raymond James in 2023 after 23 years with Merrill Lynch. He is a graduate of Florida State University with a degree in marketing. He is a CERTIFIED FINANCIAL PLANNER^™ professional, a Chartered Retirement Planning Counselor^™, and has worked in the areas of employer plan benefits, investment analysis and retirement planning. Josh was also named to the 2022 and 2023 editions of the Forbes list of Best-in-State Wealth Advisors.

Josh is a past president of the Jacksonville Beach Exchange Club, a former board member of BEAM and a current president of the Rotary Club of Deerwood. Josh and his wife, Jeannie, have three children. When not in the office, he enjoys family time, golfing, hunting and giving back to the community.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more information.

Raymond James is not affiliated with and does not endorse the above organizations.