Joel Oles, financial advisor Columbus OH

Joel Oles

CRD Number: 4555089
Current Firm: The Sherrington Group

Joel Oles (CRD# 4555089) is an Investment Advisor Representative working at The Sherrington Group in Columbus, OH and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Oles & Associates, LLC Columbus, OH Oct 2004 - Current 19
The Sherrington Group Columbus, OH May 1997 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Joel F. Oles
Phone Number: 614-485-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $348,622
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
  • Pension consulting services
Types of Clients
Registered States

OH, TX

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