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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Gary Janssen is a financial advisor with LPL Financial LLC. Joel has been working in the financial services industry for over 26 years. Joel has a strong track record of providing financial advice to individuals, families, and businesses. Joel is committed to helping clients reach their financial goals. Joel has a wide range of experience in various areas of financial planning, including retirement planning, college savings, estate planning, and insurance. Joel holds a number of professional designations, including Certified Financial Planner.
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.
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2
CA
04/22/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
OR
10/12/2012 - 07/18/2018
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
06/20/2012 - 10/19/2012
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
04/11/2012 - 06/18/2012
JHS CAPITAL ADVISORS, LLC (PORTLAND OR)
OR
10/22/2010 - 04/11/2012
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
OR
06/28/2010 - 10/28/2010
AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
05/15/2009 - 06/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (WEST LINN OR)
OR
11/30/2007 - 01/23/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
OR
01/22/2002 - 11/27/2007
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
OR
02/24/1999 - 10/04/2001
BIDWELL & COMPANY (PORTLAND OR)
OR
08/28/1997 - 02/17/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MA
10/13/1995 - 06/30/1997
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 10/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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