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Joel Burstein

ADDRESS

2525 Ponce de Leon Blvd Suite 600, Coral Gables, FL, 33134

PRACTICE AREAS

Other

LANGUAGES

English

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Last Update: May 05, 2016 03:56 PM

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Joel  Burstein

Joel Burstein

(23%)

Joel joined Raymond James in 1999, starting as an intern for the firm’s 6th largest financial planning team. In 2004, Joel became the Branch Operations Manager for the Miami office. In 2007, he was promoted to the South Florida Complex Administrative Manager. In 2013, Joel became one of the firm’s youngest branch managers, managing three locations, Miami, Miami Beach, and Dadeland. His offices manage over $3.2 billion. The Miami branch is consistently a top 5 producing branch for Raymond James & Associates.

In 2007, Joel received the prestigious Raymond James & Associates Operations Manager of the Year award1. In 2013, Joel was honored by Legacy Magazine as one of the top 40 under 40 Black Leaders in South Florida2. In addition to Joel's management responsibilities, he also works with AM Wealth, managing the stock ideas, covered calls and IPO strategies. Joel believes in creating customized financial solutions for each client to meet their personalized goals and objectives.

Joel is from Washington, D.C. and graduated from the University of Miami with a Bachelor’s in Business Administration, majoring in Finance with a minor in Psychology. Joel received his CFP Certification from New York University. He is currently entering his third year of the three year Securities Industry Institute Executive Education program at the University of Pennsylvania's Wharton School of Business.

Mentions

  • Federal Judge Gives Final Approval In $150 Million EB-5 Settlement Agreement
  •  Attorneys Divvy Up $25M From Raymond James Settlement
  •  Court Oks Proposed $150M Settlement With Raymond James
  • Raymond James pays $150M to settle ski resort lawsuit alleging fraud
  • Raymond James to Pay $150M to Settle Jay Peak Investor Claims
  • Raymond James to Pay $150M Over Ski Resort-Green Card Scam
  • Jay Peak EB-5 Investors Sue Saint Sauveur Valley Resorts
  • More EB-5 Investors Allege Fraud, Sending Claims Above $30M
  • Chinese Investors Drop Suit Against Jay Peak Developers And State Of Vermont
  • EB-5 Investors In Burke Project Sue Immigration Lawyer, State
  • EB-5 ScandalRaymond James Cuts $6 Million Deal In State Lawsuit
  • Updated: Raymond James Settles With State For $5.95M In EB-5 Case
  • Jay Peak Lawsuit Explores Fraudulent Transfer Theory
  • Raymond James involved in $350 million development fraud: SEC-appointed receiver
  • SEC Receiver Sues Financial Firm Quiros Used For Investor Funds
  • Raymond James accused of deceiving investors
  • Raymond James Named in Two Investor-led Class Action Suits
  • Anc Bio Investor Sues Raymond James
  • Jay Peak Investor Files Class Action Lawsuit Against Raymond James

News & Updates

Federal Judge Gives Final Approval In $150 Million EB-5 Settlement Agreement
Federal Judge Gives Final Approval In...
Federal receiver Michael Goldberg...
 July 07, 2017
 Attorneys Divvy Up $25M From Raymond James Settlement
Attorneys Divvy Up $25M From Raymond...
Attorneys for investors in an all...
 June 14, 2017
 Court Oks Proposed $150M Settlement With Raymond James
Court Oks Proposed $150M Settlement ...
A federal judge has given initial...
 April 21, 2017
Raymond James pays $150M to settle ski resort lawsuit alleging fraud
Raymond James pays $150M to settle sk...
Raymond James has agreed to pay $...
 April 17, 2017
Raymond James to Pay $150M to Settle Jay Peak Investor Claims
Raymond James to Pay $150M to Settle ...
Raymond James Financial Inc. agre...
 April 14, 2017
Raymond James to Pay $150M Over Ski Resort-Green Card Scam
Raymond James to Pay $150M Over Ski R...
Raymond James said Thursday that ...
 April 13, 2017
Jay Peak EB-5 Investors Sue Saint Sauveur Valley Resorts
Jay Peak EB-5 Investors Sue Saint Sau...
Two EB-5 investors are alleging t...
 April 10, 2017
More EB-5 Investors Allege Fraud, Sending Claims Above $30M
More EB-5 Investors Allege Fraud, Sen...
An attorney says he will shortly ...
 February 13, 2017
Chinese Investors Drop Suit Against Jay Peak Developers And State Of Vermont
Chinese Investors Drop Suit Against J...
The attorneys for two Chinese cit...
 September 23, 2016
EB-5 Investors In Burke Project Sue Immigration Lawyer, State
EB-5 Investors In Burke Project Sue I...
Two Chinese citizens allege a Ver...
 September 16, 2016
EB-5 ScandalRaymond James Cuts $6 Million Deal In State Lawsuit
EB-5 ScandalRaymond James Cuts $6 Mil...
The Vermont Department of Financi...
 July 01, 2016
Updated: Raymond James Settles With State For $5.95M In EB-5 Case
Updated: Raymond James Settles With S...
The state has reached a $5.95 mil...
 June 30, 2016
Jay Peak Lawsuit Explores Fraudulent Transfer Theory
Jay Peak Lawsuit Explores Fraudulent ...
A new lawsuit in the Jay Peak sag...
 June 09, 2016
Raymond James involved in $350 million development fraud: SEC-appointed receiver
Raymond James involved in $350 millio...
Legal problems for Raymond James ...
 May 27, 2016
SEC Receiver Sues Financial Firm Quiros Used For Investor Funds
SEC Receiver Sues Financial Firm Quir...
Michael Goldberg, the court-appoi...
 May 26, 2016
Raymond James accused of deceiving investors
Raymond James accused of deceiving in...
Raymond James, which has a major ...
 May 13, 2016
Raymond James Named in Two Investor-led Class Action Suits
Raymond James Named in Two Investor-l...
Raymond James has been named in t...
 May 12, 2016
Anc Bio Investor Sues Raymond James
Anc Bio Investor Sues Raymond James
An AnC Bio Vermont investor filed...
 May 10, 2016
Jay Peak Investor Files Class Action Lawsuit Against Raymond James
Jay Peak Investor Files Class Action ...
An investor in a hotel at Jay Pea...
 May 05, 2016

Updates 19

 Attorneys Divvy Up $25M From Raymond James Settlement
Attorneys Divvy Up $25M From Raymond...
Attorneys for investors in an all...
 June 14, 2017
Chinese Investors Drop Suit Against Jay Peak Developers And State Of Vermont
Chinese Investors Drop Suit Against J...
The attorneys for two Chinese cit...
 September 23, 2016
Anc Bio Investor Sues Raymond James
Anc Bio Investor Sues Raymond James
An AnC Bio Vermont investor filed...
 May 10, 2016
More EB-5 Investors Allege Fraud, Sending Claims Above $30M
More EB-5 Investors Allege Fraud, Sen...
An attorney says he will shortly ...
 February 13, 2017

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