Raymond James welcomes Georgia financial advisor managing $160 million in assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Josh Colwell to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Newnan, Georgia, according to Todd Gartrell, Southeast division director for RJFS.
Managing approximately $160 million in client assets, Colwell joins Raymond James from Edward Jones as founder of CoWealth Advisors. With office manager Stephanie Harris and client service associate Patricia Taylor Marts, the team provides comprehensive wealth management services ranging across retirement strategies, investments, life insurance analysis, business ownership support and family and legacy strategies.
“My business is built on a passion for helping people from all walks of life identify, plan for and live out their dreams. Raymond James is the best partner for this endeavor through its commitment to technology which creates conveniences for the team and our clients, and its expansive investment platform, which enables highly customized strategies,” said Colwell. “Also, the ability to operate as a business owner offers greater freedom and control over how we serve clients and grow.”
Colwell began his career as a financial advisor at Edward Jones in 2013. He is a graduate of Valdosta State University and has continued his professional education, earning CERTIFIED FINANCIAL PLANNERTM and Accredited Asset Management SpecialistSM designations.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.09 trillion as of Sept. 30, 2022. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.
CoWealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.