Joel is a well-established independent Financial Planner with over 30 years of experience in the investment industry. Joel is an astute investment advisor with many clients. Joel utilizes LPL Financials' independent business model, industry leading technology, compliance support, and resources to provide clients with experienced investment management.
PROFESSIONAL BACKGROUND:
Series 07, 24, 31, 63 and 66 held through LPL Financial
LPL Investment Advisor Representative in TX and PA
Registered for Securities in AR, AZ, CO,FL, GA, HI, IA, IL, MA, MD, MN, NC, NJ, NY, OH, OK, OR, PA, TN, TX, UT & VA
EDUCATIONAL BACKGROUND:
BA, Bowling Green University · College for Financial Planning
EMPLOYMENT HISTORY:
A.G. Edwards, Registered Representative, 1992 - 2008
Jones, Werthan & Pezzano, CEO, 2008 - 2013
LPL Registered Principal, Financial Planner, 2013 - present