Joseph Harton (CRD# 2928307) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Danvers, MA and has over 26 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Danvers, MA | Mar 2023 - Current | 1 |
| Bank Of America, N.a. | Newtown, MA | Jan 2020 - Mar 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newtown, MA | Jan 2020 - Mar 2023 | 3 |
| Citizens Securites Inc. | Waltham, MA | Mar 2018 - Oct 2019 | 1 |
| Scottrade, Inc. | Newton Center, MA | Apr 2006 - Mar 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- CT
- MA
- NH
- TX
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
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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