Investment Portfolio Associate
Current
May 2022 - Present
AeroLeads people directory · profile
Joseph Helmy Email & Phone Number
Investment Portfolio Associate
at
Raymond James
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 71%
Current company
Role
Investment Portfolio Associate
Location
Boca Raton, Florida, United States
Company size
Who is Joseph Helmy? Overview
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Quick answer
Joseph Helmy is listed as Investment Portfolio Associate at Raymond James, a with 12938 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Joseph Helmy.
Joseph Helmy previously worked as Sr. Registered associate at Raymond James and Real Estate Agent at Beautiful Homes Realty.
Company email context
Email format at Raymond James
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Raymond James
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Profile bio
About Joseph Helmy
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Current workplace
Joseph Helmy's current company
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Raymond James
8 roles · 8 years
Joseph Helmy work experience
A career timeline built from the work history available for this profile.
Sr. Registered Associate
Real Estate Agent
Beautiful Homes Realty
Senior Registered Associate
Jan 2019 - Oct 2020
Senior Registered Service Associate
2019 - Oct 2020
Sales Trader
Israel A. Englander & Co.
Jun 2017 - Dec 2017
Managing
Jun 2009 - May 2017
Jun 2009 - Jun 2013
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →
SG
Shubham G
Colleague at Raymond JamesSt Petersburg, Florida, United States
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DL
Desiree L.
Colleague at Raymond JamesAkron, Ohio, United States
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AF
Amy Frye
Colleague at Raymond JamesTampa, Florida, United States
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MZ
Margarita Zubkus
Colleague at Raymond JamesBaltimore, Maryland, United States
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TD
Todd Dudley
Colleague at Raymond JamesBarboursville, West Virginia, United States
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ME
My Edmonds, Cfp®, Cima®, Aif®
Colleague at Raymond JamesGreater Tampa Bay Area, United States
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CW
Carolyn Warner
Colleague at Raymond JamesBradenton, Florida, United States
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JK
Jim Kussler
Colleague at Raymond JamesDade City, Florida, United States
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AS
Annamarie Strickland, Mba, Cfp®, Cws®
Colleague at Raymond JamesGreater Phoenix Area, United States
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JB
Jeremy Brothers, Cfa, Frm
Colleague at Raymond JamesSt Petersburg, Florida, United States
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Shubham G
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
DL
Desiree L.
Colleague at Raymond JamesAkron, Ohio, United States
View →
AF
Amy Frye
Colleague at Raymond JamesTampa, Florida, United States
View →
MZ
Margarita Zubkus
Colleague at Raymond JamesBaltimore, Maryland, United States
View →
TD
Todd Dudley
Colleague at Raymond JamesBarboursville, West Virginia, United States
View →
ME
My Edmonds, Cfp®, Cima®, Aif®
Colleague at Raymond JamesGreater Tampa Bay Area, United States
View →
CW
Carolyn Warner
Colleague at Raymond JamesBradenton, Florida, United States
View →
JK
Jim Kussler
Colleague at Raymond JamesDade City, Florida, United States
View →
AS
Annamarie Strickland, Mba, Cfp®, Cws®
Colleague at Raymond JamesGreater Phoenix Area, United States
View →
JB
Jeremy Brothers, Cfa, Frm
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
FAQ
Frequently asked questions about Joseph Helmy
Quick answers generated from the profile data available on this page.
What company does Joseph Helmy work for?
Joseph Helmy works for Raymond James.
What is Joseph Helmy's role at Raymond James?
Joseph Helmy is listed as Investment Portfolio Associate at Raymond James.
Where is Joseph Helmy based?
Joseph Helmy is based in Boca Raton, Florida, United States while working with Raymond James.
What companies has Joseph Helmy worked for?
Joseph Helmy has worked for Raymond James, Beautiful Homes Realty, Morgan Stanley, Israel A. Englander & Co., and Blue Vase Securities Llc.
Who are Joseph Helmy's colleagues at Raymond James?
Joseph Helmy's colleagues at Raymond James include Shubham G, Desiree L., Amy Frye, Margarita Zubkus, and Todd Dudley.
How can I contact Joseph Helmy?
You can use AeroLeads to view verified contact signals for Joseph Helmy at Raymond James, including work email, phone, and LinkedIn data when available.
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