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Joel Robert Almquist

Sovran Advisors, LLC

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About Joel Robert Almquist

Joel Robert Almquist is a financial advisor in San Diego, California with over 16 years of experience in the financial services industry. Joel is registered with Sovran Advisors, LLC, a SEC registered investment advisory firm. Joel specializes in providing comprehensive financial planning and asset management services to individuals, families, businesses, and charitable organizations. His services include investment advisory, financial planning, retirement planning, college savings planning, insurance, estate planning, and tax planning.

Firm Information

Joel Almquist is currently registered with Sovran Advisors, LLC. Sovran Advisors, LLC is a registered investment advisor based in San Diego, California. The firm manages over $1 billion in assets for a diverse range of clients, including individuals, businesses, and retirement plans. Sovran Advisors specializes in providing comprehensive financial planning, portfolio management, and pension consulting services. They serve clients across various regions, including California, Nevada, Arizona, and Texas.
Sovran Advisors, LLC

3131 CAMINO DEL RIO N.

SAN DIEGO, CA 92108

$1.17B

Assets Under Management

Not reported

Total Clients

39

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Almquist’s Registration & Firm History

CA

02/27/2024 - Present

Sovran Advisors, LLC (SAN DIEGO CA)

CA

03/25/2017 - 03/06/2024

MML INVESTORS SERVICES, LLC (PASADENA CA)

CA

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (PASADENA CA)

CA

04/29/2010 - 01/02/2015

NEW ENGLAND SECURITIES (PASADENA CA)

CA

04/25/2007 - 04/30/2010

AXA ADVISORS, LLC (WOODLAND HILLS CA)

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Licenses & Designations

BOTH

Issued 05/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Robert Almquist.
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