Joy Baron, financial advisor North Andover MA

Joy Baron

CRD Number: 1787868
Current Firm: Osaic Wealth, Inc.

Joy Baron (CRD# 1787868) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Andover, MA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Andover, MA Nov 2018 - Current 5
Signator Investors, Inc. Boston, MA Feb 1988 - Nov 2018 30
John Hancock Andover, MA Nov 1987 - Nov 2018 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Joy A. Baron
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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