Years of Experience
5-20+ Years
JACKSONVILLE, FL
20 Years Experience
0 Disclosures
ADVISOR BIO
Joel Robinson Nichols is an active Investment Advisor Representative with UBS Financial Services Inc. Joel has been in the financial services industry since 2004 and is registered with the states of Florida, Maine and Texas. Joel has a wide range of experience in the financial services industry and is well-equipped to provide personalized advice to a variety of clients. Joel specializes in helping individuals, corporations and charitable organizations.
SPECIALIZATIONS
Winter Springs, FL
14 Years Experience
0 Disclosures
ADVISOR BIO
Joel Turransky is a financial advisor with J.p. Morgan Securities LLC. Joel has been in the financial services industry since August 16, 2011. Joel holds the Series 6 and SIE licenses and is registered in Florida. Prior to joining J.p. Morgan Securities LLC, Joel worked at CHASE INVESTMENT SERVICES CORP. in Apopka, Florida. Joel specializes in providing financial advice to individuals, businesses, and charitable organizations.
SPECIALIZATIONS
WESLEY CHAPEL, FL
11 Years Experience
0 Disclosures
ADVISOR BIO
Joel Morales is an Investment Advisor Representative at Osaic Wealth, Inc. Joel has been working in the financial services industry since March 2014. Joel holds Series 6, Series 63, and Series 65 licenses. Joel specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
JACKSONVILLE, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Joel David Newman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Joel has been in the financial industry since 2015 and is registered to provide investment advice in 48 states. Joel holds the Series 66, Series 7 and SIE licenses. Joel specializes in providing investment advice to high-net-worth individuals, corporations, and pension plans. Joel also provides financial planning services to individuals and families.
SPECIALIZATIONS
Venice, FL
0 Disclosures
ADVISOR BIO
Joel Johnson is a financial advisor at Fourthought Financial Partners, LLC located in Venice, FL. Joel is a Certified Financial Planner™ and specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Joel is a registered Investment Advisor in Florida and provides advisory services including credit and cash management solutions. Joel has been in the financial services industry for over 8 years and previously worked for Sanibel Captiva Trust Company and Fifth Third Bank.
SPECIALIZATIONS
Venice, FL
24 Years Experience
0 Disclosures
ADVISOR BIO
Joel Duane Spry is a registered representative with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Joel has been in the financial industry since 2000. Joel Duane Spry specializes in portfolio management for individuals and businesses, pension consulting, and financial planning. Joel holds Series 7, Series 63, and Series 66 licenses.
SPECIALIZATIONS
TAMPA, FL
12 Years Experience
0 Disclosures
ADVISOR BIO
Joel Marius is a financial advisor with over 10 years of experience in the industry. He currently works at Cetera Investment Advisers LLC, a firm with a strong focus on financial planning and portfolio management. Joel is registered to provide advisory services in Florida and Texas. He has a broad range of experience in serving various clients including individuals, businesses, and charitable organizations. He is committed to providing customized investment advice and helping clients achieve their financial goals.
SPECIALIZATIONS
JACKSONVILLE, FL
27 Years Experience
0 Disclosures
ADVISOR BIO
Joel Weaver is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Jacksonville, Florida. Joel Weaver is a registered representative in 53 states. Joel Weaver has a total of 55 years of experience in the financial industry. Joel Weaver's registration with the SEC is active and he is also an Investment Advisor Representative (IAR) in Florida and Texas. He is registered as a Principal with Merrill Lynch. Joel Weaver has a wide range of experience in various areas of financial advising and offers a broad range of services, including portfolio management, retirement planning, and education seminars.
SPECIALIZATIONS
ORLANDO, FL
6 Years Experience
0 Disclosures
ADVISOR BIO
Joel Bonilla is a registered representative with J.P. Morgan Securities LLC. Joel has been in the financial industry since June 24, 2019. Joel specializes in investment company products and variable contracts. The advisor has passed the Series 6TO and SIE exams, and is registered in Florida. Joel's current employment with J.P. Morgan Securities LLC began on June 25, 2019. The advisor's firm is a large firm with over $50 Billion in assets under management. The firm has a wide range of clients, including individuals, corporations, and institutions. J.P. Morgan Securities LLC provides a variety of financial services, including investment advisory, brokerage, and financial planning.
SPECIALIZATIONS
MAITLAND, FL
4 Years Experience
0 Disclosures
ADVISOR BIO
Joel Font nadal is an investment advisor representative with Eagle Strategies LLC. Joel is registered with the state of Florida as an investment advisor representative and holds a Series 66 license, along with a Series 63, Series 24, Series 7TO, Series 6TO, and SIE. Joel has been in the securities industry since 2020 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Joel is a member of Angels and Entrepreneurs, an organization that provides research on small start-up companies to its members.
SPECIALIZATIONS