Joseph Aldridge (CRD# 1516306) is an Investment Advisor Representative working at Jla Investment Management in Oakland, CA and has over 36 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jla Investment Management | Oaklannd, CA | Apr 2014 - Current | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland, CA | Aug 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$211,765
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
CA
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