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Joel Busboom

Joel Busboom Financial, LLC

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About Joel Busboom

Joel Busboom is a financial advisor with over 10 years of experience in the industry. Joel is an Investment Advisor Representative, currently affiliated with Joel Busboom Financial, LLC and is registered to provide investment advisory services in Tennessee. Joel is also a Director at Busboom Investments, Inc., a family business led by Joel's father. Joel provides financial education and consulting services at The Inspired Workplace, where he also has a leadership role in the Army Reserves.

Firm Information

Joel Busboom is currently registered with Joel Busboom Financial, LLC. Joel Busboom Financial, LLC is an investment advisor that provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages $11,686,203 in assets for 55 clients, including 1 high-net-worth individual and 12 individuals other than high-net-worth. The firm participates in a wrap fee program.

$11.69M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Joel Busboom’s Registration & Firm History

TN

07/06/2021 - Present

Joel Busboom Financial, LLC (FRANKLIN TN)

TN

12/05/2019 - 07/08/2020

RAYMOND JAMES & ASSOCIATES, INC. (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 01/09/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Busboom.
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