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CONTACT INFORMATION

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

  • Jay Peak receiver proposes settlement with Quiros as fees top $5 million
  • Quiros’ broker reaches $80K settlement in EB-5 fraud case
  • SEC Fines Ex-Raymond James Branch Manager for Role in EB-5 Fraud: Enforcement
  • EB-5 investors pursue lawsuit against People’s United Bank
  • 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

Jay Peak receiver proposes settlement with Quiros as fees top $5 million
October 24, 2018
Quiros’ broker reaches $80K settlement in EB-5 fraud case
September 07, 2018
SEC Fines Ex-Raymond James Branch Manager for Role in EB-5 Fraud: Enforcement
September 07, 2018
EB-5 investors pursue lawsuit against People’s United Bank
November 02, 2017
Federal Judge Gives Final Approval In $150 Million EB-5 Settlement Agreement
July 07, 2017
Attorneys Divvy Up $25M From Raymond James Settlement
June 14, 2017
Court Oks Proposed $150M Settlement With Raymond James
April 21, 2017
Raymond James pays $150M to settle ski resort lawsuit alleging fraud
April 17, 2017
Raymond James to Pay $150M to Settle Jay Peak Investor Claims
April 14, 2017
Raymond James to Pay $150M Over Ski Resort-Green Card Scam
April 13, 2017
Jay Peak EB-5 Investors Sue Saint Sauveur Valley Resorts
April 10, 2017
More EB-5 Investors Allege Fraud, Sending Claims Above $30M
February 13, 2017
Chinese Investors Drop Suit Against Jay Peak Developers And State Of Vermont
September 23, 2016
EB-5 Investors In Burke Project Sue Immigration Lawyer, State
September 16, 2016
EB-5 ScandalRaymond James Cuts $6 Million Deal In State Lawsuit
July 01, 2016
Updated: Raymond James Settles With State For $5.95M In EB-5 Case
June 30, 2016
Jay Peak Lawsuit Explores Fraudulent Transfer Theory
June 09, 2016
Raymond James involved in $350 million development fraud: SEC-appointed receiver
May 27, 2016
SEC Receiver Sues Financial Firm Quiros Used For Investor Funds
May 26, 2016
Raymond James accused of deceiving investors
May 13, 2016
Raymond James Named in Two Investor-led Class Action Suits
May 12, 2016
Anc Bio Investor Sues Raymond James
May 10, 2016
Jay Peak Investor Files Class Action Lawsuit Against Raymond James
May 05, 2016

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