Unclaimed
Joseph Jolson is a financial advisor with over 20 years of experience in the industry. Currently, Joseph is a Registered Representative with Harvest Capital Strategies LLC and has been associated with the firm since October 2008. Joseph has held previous positions at JMP SECURITIES LLC and NATIONSBANC MONTGOMERY SECURITIES LLC. He is also a board member of WORKSPACE PROPERTY TRUST. Joseph has a strong focus on providing equity research services and portfolio management for pooled investment vehicles.
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.
Equity research services described in the brochure
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Payment for research services
1
2
CA
01/01/2025 - Present
Harvest Capital Strategies LLC (SAN FRANCISCO CA)
CA
10/20/2015 - 12/02/2021
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
11/09/2005 - 01/16/2014
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
10/06/1999 - 01/25/2005
JMP SECURITIES LLC (SAN FRANCISCO CA)
NY
10/01/1997 - 04/16/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
06/19/1984 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NA
06/22/1981 - 05/10/1982
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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