Joseph Ferris (CRD# 2803534) is an Investment Advisor Representative working at Sowell Management in Colonia, NJ and has over 27 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cooperative Financial | Colonia, NJ | Feb 2020 - Current | 4 |
| Sowell Management | North Little Rock, AR | Feb 2020 - Current | 4 |
| Hoffman Tax Services | Landing, NJ | Jan 2019 - Mar 2020 | 1 |
| Unemployed | Colonia, NJ | Nov 2018 - Dec 2018 | < 1 |
| Wet Ticket Brewing | Rahway, NJ | Apr 2018 - Oct 2018 | < 1 |
| Meatballs & Brew | Rahway, NJ | Jul 2017 - Apr 2018 | < 1 |
| Unemployed | Rahway, NJ | Mar 2017 - Jul 2017 | < 1 |
| Titan Property Maintenance | Fanwood, NJ | Dec 2014 - Mar 2017 | 2 |
| Kda Wealth Management | New York, NY | Jul 2014 - Nov 2014 | < 1 |
| Ibew Local 3 | Flushing, NY | Dec 2005 - Jun 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- NJ
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Total Assets Under Management3,329MILLIONS
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Total Number of Accounts13,257ACCOUNTS
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Average Account Value$251,143
- A percentage of assets under your management
- Hourly charges
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