Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Johnson is a financial advisor who has been in the industry since 1998. Joel is currently registered as an Investment Advisor Representative with JPL Wealth Management, LLC. Joel is also licensed to provide financial services in Colorado and Texas. Prior to joining JPL Wealth Management, LLC, Joel worked with a number of other financial firms including TD Ameritrade, Inc., LPL Financial Corporation, Charles Schwab & Co., Inc., and Dean Witter Reynolds Inc. Joel has a variety of certifications and designations, including a Certified Financial Planner designation. Joel specializes in providing financial services to high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Joel provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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2
CO
10/23/2023 - Present
JPL Wealth Management, LLC (Highlands Ranch CO)
CO
08/25/2009 - 10/19/2012
TD AMERITRADE, INC. (DENVER CO)
TX
02/06/2009 - 04/20/2009
LPL FINANCIAL CORPORATION (PLANO TX)
TX
03/17/2004 - 02/19/2009
CHARLES SCHWAB & CO., INC. (PLANO TX)
TX
09/30/1999 - 03/26/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/02/1998 - 09/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/06/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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