Joseph Stephens (CRD# 5256105) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Absecon, NJ and has over 6 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Absecon, NJ | Feb 2021 - Current | 3 |
| Gallo Wine | Elizabeth, NJ | Aug 2018 - Current | 5 |
| Kelly Agency | Absecon, NJ | Jul 2006 - Current | 17 |
| Gallo Winery | Elizabeth, NJ | Jun 2018 - Jul 2021 | 3 |
| The Investment Center Inc. | Spring Lake Heights, NJ | Sep 2018 - Dec 2019 | 1 |
| Ic Advisory Services Inc. | Spring Lake Heights, NJ | Sep 2018 - Dec 2019 | 1 |
| Bank Of America, N.a. | Freehold, NJ | Jan 2018 - Sep 2018 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Freehold, NJ | Aug 2017 - Sep 2018 | 1 |
| Air Wisonsin | Appleton, WI | Aug 2017 - Aug 2017 | < 1 |
| Air Mods | Robbinsville, NJ | Aug 2017 - Aug 2017 | < 1 |
| Gerards | Point Pleasant, NJ | Jun 2003 - Aug 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- NJ
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.