linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Clark Joelson

Steward Partners Investment Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Clark Joelson

Brian Joelson is a financial advisor with Steward Partners Investment Advisory, LLC based in Lake Oswego, Oregon. Brian has been in the financial industry since 1996. In addition to his experience at Steward Partners, Brian has held previous roles at Morgan Stanley Smith Barney and Citigroup Global Markets Inc.. Brian holds the Series 7, Series 63, and Series 65 licenses and is registered to provide investment advice in 29 states.

Firm Information

Brian Joelson is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

4949 MEADOWS ROAD

LAKE OSWEGO, OR 97035

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Joelson’s Registration & Firm History

OR

05/04/2023 - Present

Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)

OR

06/01/2009 - 12/01/2009

MORGAN STANLEY SMITH BARNEY (PORTLAND OR)

OR

11/26/1996 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)

Not sure if Brian Clark Joelson is right for you?

Licenses & Designations

IA

Issued 12/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/3/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Clark Joelson.
Not sure if Brian Clark Joelson is right for you?