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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Louis Aldridge is an investment advisor representative with JLA Investment Management. Joseph Louis Aldridge is registered with the state of California as an Investment Advisor Representative. The advisor’s current registrations began on January 1, 2025, and they are pending. Prior to joining JLA Investment Management, Joseph Louis Aldridge was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated from September 19, 2008 to May 23, 2014. Before that, Joseph Louis Aldridge was a registered representative with Citigroup Global Markets Inc. from June 2, 1998 to October 2, 2008. Joseph Louis Aldridge has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the General Securities Sales Supervisor Examination (Options Module & General Module), and the General Securities Representative Examination. Joseph Louis Aldridge specializes in providing retirement consulting and portfolio management for individuals. The advisor is a registered Investment Advisor Representative with JLA Investment Management. JLA Investment Management is an investment advisor firm located in Oakland, California. The firm provides retirement consulting and portfolio management services to individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement consulting
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.
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CA
01/01/2025 - Present
JLA Investment Management (OAKLAND CA)
CA
09/19/2008 - 05/23/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
06/02/1998 - 10/02/2008
CITIGROUP GLOBAL MARKETS INC. (BERKELEY CA)
TX
11/03/1987 - 02/25/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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