Joel Larson (CRD# 7888458) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jefferson, OH and has 1 year of experience in the finance industry.
CRD# 6504037
Edward Jones
CRD# 1538465
Lpl Financial LLC
CRD# 1696047
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Mar 2024 - Current | < 1 |
| Jrl Homes LLC | University Heights, OH | Dec 2023 - Current | < 1 |
| Sherwin- Williams | Cleveland, OH | Jun 2023 - Dec 2023 | < 1 |
| John Carroll University | University Heights, OH | May 2020 - Dec 2023 | 3 |
| Canton Rentals | North Canton, OH | Jul 2015 - Dec 2023 | 8 |
| Keybank | Canton, OH | May 2022 - Aug 2022 | < 1 |
| Camp Gideon Evangelical | Mechanicstown, OH | May 2017 - Aug 2021 | 4 |
| Hoover High School | North Canton, OH | Aug 2016 - Jun 2020 | 3 |
| Screenbreak A Ja Company | North Canton, OH | Oct 2019 - May 2020 | < 1 |
| Zepp's Pizza | North Canton, OH | May 2017 - Apr 2020 | 2 |
| North Canton Middle School | North Canton, OH | Mar 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2024 |
- OH
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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