Joseph Holmes Towson
Investment Adviser Representative at MTM Investment Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Holmes Towson is an investment adviser representative with MTM Investment Management, LLC in Spartanburg, SC, where they have been registered since 2020. They have worked in the securities industry since 1977 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Raymond James Financial Services. They have passed 6 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in South Carolina.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Jan 1999 – Jul 2020Spartanburg, SC
- Raymond James Financial Services Advisors, IncJan 2009 – Jul 2020Spartanburg, SC
- Foster, Towson AND Company, IncDec 2011 – Jul 2020Spartanburg, SC
- Agriculture/farmingMar 2010 – no end date reportedDuncan, SC
- AuthorDec 2017 – no end date reportedDuncan, SC
- Digital FAST, LLCJul 2018 – no end date reportedDuncan, SC
- MTM Investment Management, LLCJul 2020 – no end date reportedSpartanburg, SC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MTM Investment Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.0125
- Accounts under $500,0001.25%
- $500,000 - $1,500,0001.00%
- $1,500,000 - $2,500,0000.75%
- $2,500,000 - $5,000,0000.60%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Spartanburg, SC
- SEC file number:
- 801-113650
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 7, 2026
View full firm profileOther advisors at MTM Investment Management, LLC
4 other advisors in the directory
Similar advisors in Spartanburg, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Holmes Towson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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