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Robert Joel, financial advisor Red Bank NJ

Robert Joel

CRD Number: 2049509
Current Firm: Salvus Wealth Management, LLC
Compensation Model: Fee Only
Robert Joel (CRD# 2049509) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Eatontown, NJ and has over 26 years of experience in the finance industry. Robert Joel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Salvus Wealth Management, LLC Jacksonville, FL Aug 2014 - Current 9
Arcus Capital Partners, LLC Jacksonville, FL Jan 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Robert W. Joel
200 Schulz Drive, Suite 402, Red Bank, NJ 07701
Phone Number: 732-542-2629
Firm Website: https://www.linkedin.com/company/9231904/admin/
Registered State(s):
  • FL
  • NJ
  • TX
Current Firm Details
Salvus Wealth Management, LLC
Firm's CRD Number: 171986
200 Schulz Drive, Suite 402, Red Bank, NJ 07701
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $365,378
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, TX

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