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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 Jacob Jeffson is a financial advisor with Fidelity Personal and Workplace Advisors. Joel has been in the financial industry since 2013 and holds the Series 7, 63, and 66 licenses as well as the SIE exam. Joel is also a Certified Financial Planner. Before joining Fidelity, Joel worked for Investment Professionals, Inc., and USAA Financial Advisors. Joel is registered to provide investment advice in 36 states.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
02/16/2016 - 05/17/2016
INVESTMENT PROFESSIONALS, INC. (COLORADO SPRINGS CO)
CO
06/25/2013 - 02/16/2016
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 11/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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