Joseph Towson has been an investment adviser representative at MTM Investment Management since July 2020, and is not listed among the firm’s executive officers or direct owners. Joseph Towson studied at the University of the South (Sewanee).
MTM Investment Management, LLC is a Spartanburg, SC firm with $678M under management, 424 clients and 5 advisers in one office, as of its July 2026 filing.
Joe Towson is Partner of MTM Investment Management. He joined MTM as a Partner in 2020 after more than 40 years providing investment advisory services with Raymond James, Robert Thomas, Smith Barney and Paine Webber.
Joseph Towson’s longest registration was 11 years at Raymond James Financial Services Advisors, Inc (2009–2020). Before joining MTM Investment Management in 2020, Joseph Towson was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · 6 yearsSpartanburg, SC · Adviser representative · Firm CRD 297500
- Raymond James Financial Services Advisors, Inc– · 11 yearsSpartanburg, SC · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 9 yearsSpartanburg, SC · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Joseph Towson is registered as an investment adviser representative in South Carolina, since July 2020.
- South CarolinaSince 2 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 January 2017 |
| Series 4 | Registered Options Principal Examination | 15 May 1998 |
| Series 3 | National Commodity Futures Examination | 27 January 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 1980 |
| Series 7 | General Securities Representative Examination | 19 November 1977 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Holmes Towson
- CRD
- 845932
- Firm
- MTM Investment Management · CRD 297500
- Office
- 812 EAST MAIN STREET, Spartanburg, SC 29302
- Registration
- Investment adviser registration
- In the industry since
- December 1977
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mtminvest.com
Where does Joseph Towson work?
Joseph Towson is an investment adviser representative registered through MTM Investment Management, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Towson a financial advisor?
Yes. Joseph Towson has a current investment-adviser registration in South Carolina, through MTM Investment Management since July 2020.
How many years of experience does Joseph Towson have?
Joseph Towson has 48 years in the financial industry, since December 1977, across 3 adviser firms.
What exams has Joseph Towson passed?
Joseph Towson has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 4 and Series 24. The earliest, the Series 7, was passed in November 1977. FINRA credited Joseph Towson with the SIE, which began in October 2018.
Where did Joseph Towson work before MTM Investment Management?
Before MTM Investment Management, Joseph Towson was registered through Raymond James Financial Services, May 1999 to January 2009.
Where is Joseph Towson based?
Joseph Towson’s registered office is in Spartanburg, SC.
Is Joseph Towson registered with FINRA?
No. Joseph Towson has no current broker registration.
How can I verify Joseph Towson’s record?
Search CRD 845932 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Towson’s full registration record.