Joseph Neff (CRD# 6937250) is an Investment Advisor Representative working at Edward Jones in Bradford, PA and has over 5 years of experience in the finance industry.
CRD# 5596824
Lincoln Financial Securities Corporation
CRD# 2598701
Ameriprise Financial Services, LLC
CRD# 2506598
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2018 - Current | 6 |
| Mindshare | New York City, NY | Aug 2017 - Feb 2018 | < 1 |
| Hearst | Erie, PA | Jun 2017 - Jul 2017 | < 1 |
| Penn State University | Erie, PA | Aug 2013 - May 2017 | 3 |
| Ecolab | Erie, PA | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- PA
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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