Josh J. Miles, CPWA®
Managing Director
First Vice President, Investments
With over 20 years in the financial services industry, Josh provides trusted wealth management guid¬ance for families and individuals. He has expertise in comprehensive financial services, specializing in advanced wealth planning and investment strategies. Josh is a student of behavioral finance and decision theory and helps his clients overcome the single largest hurdle to long-term success; emotion.
Josh is also the portfolio manager on 4 specialized managed investment portfolios with over $100mm under management. At the end of the day, he ensures that every dollar invested for his clients has their specific goals attached to it.
Before joining Raymond James, Josh served as a First Vice President, Financial Planning Specialist, Senior Portfolio Manager, Financial Advisor and Branch Manager at Morgan Stanley in Boise. He also worked for several years as a Financial Advisor in Portland, Oregon, and was the Assistant Branch Manager in the Private Wealth Advisory office in San Francisco for Smith Barney. Josh earned a Bachelor’s degree in Finance from Oregon State University, where he also played baseball.
When he’s not in the office, Josh enjoys running, biking and hiking the Boise foothills and stays busy attending his chil¬dren’s various extracurricular and athletic events. He lives in Boise with his wife, Erica, and their five children.
Josh is also the portfolio manager on 4 specialized managed investment portfolios with over $100mm under management. At the end of the day, he ensures that every dollar invested for his clients has their specific goals attached to it.
Before joining Raymond James, Josh served as a First Vice President, Financial Planning Specialist, Senior Portfolio Manager, Financial Advisor and Branch Manager at Morgan Stanley in Boise. He also worked for several years as a Financial Advisor in Portland, Oregon, and was the Assistant Branch Manager in the Private Wealth Advisory office in San Francisco for Smith Barney. Josh earned a Bachelor’s degree in Finance from Oregon State University, where he also played baseball.
When he’s not in the office, Josh enjoys running, biking and hiking the Boise foothills and stays busy attending his chil¬dren’s various extracurricular and athletic events. He lives in Boise with his wife, Erica, and their five children.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.