Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Benjamin Jellesed is a financial advisor registered with LPL Financial LLC, with offices in Eugene, Oregon. Joel has been working in the industry since 1997. Joel is licensed in the state of Oregon, as well as other states including Texas, Iowa, Virginia, Idaho, Washington, California, Minnesota, Arizona, and New Mexico.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
06/10/2015 - Present
LPL Financial LLC (EUGENE OR)
TX
04/22/2002 - 10/04/2002
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
06/10/1999 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
04/06/1998 - 06/21/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IN
10/23/1997 - 03/06/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/23/1997 - 03/06/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/10/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joel Jellesed is the right advisor for you? Invested Better is here to help.
