UBS Financial Services
47yrs
Top 1% by experience in Atlanta
23yrs
Joel Foster
Full name on record: Joel Eberhardt Foster
Financial advisor at Raymond James & Associates
Based in Atlanta, Georgia, Joel Foster is a fiduciary financial advisor with 23 years of industry experience. Joel has been with Raymond James & Associates since 2012; before that, Joel spent nine years at Morgan Keegan & Company. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office3050 Peachtree Road NW Suite 703, Atlanta, GA 30305
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowRaymond James & Associates, Inc.Current firm
- 2004 – 2013Morgan Keegan & Company, LLCPreviously
Contact Joel
Local office(404) 240-6794Ask for Joel. (727) 567-1000Main office · St. Petersburg, FL 3050 Peachtree Road NW Suite 703Atlanta, GA 30305Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joel
Tailored to Joel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joel
How do I contact Joel?
Call Joel’s local office at (404) 240-6794 or the Raymond James & Associates main office at (727) 567-1000, and ask for Joel Foster.
How long has Joel been a financial advisor?
Joel has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Joel hold?
Series 66. Tap any license on this page to see what it allows.
Is Joel a fiduciary?
Joel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joel paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Joel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Carter, Terry & Company
47yrs
Top advisor by experience at Carter, Terry & Company
Register Financial Advisors
47yrs
Top advisor by experience at Register Financial Advisors
J.P. Morgan Securities
47yrs
Top 1% by experience in Atlanta
Morgan Stanley
47yrs
Top 1% by experience in Atlanta
Wells Fargo Advisors
47yrs
Top 1% by experience in Atlanta