Brittany Boma (CRD# 7448202) is an Investment Advisor Representative working at Joseph Wealth Management, LLC in Forest Park, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joseph Wealth Management, LLC | Forest Park, IL | Jun 2022 - Current | 1 |
| Joseph Wealth Management, LLC | Forest Park, IL | Mar 2022 - Current | 2 |
| Joseph Eden Capital, LLC | Forest Park, IL | Sep 2021 - Current | 2 |
| Joseph Wealth Management, LLC | Forest Park, IL | Sep 2021 - Jun 2022 | < 1 |
| Cta | Chicago, IL | Jul 2020 - Jul 2021 | 1 |
| Beacon Hill | Chicago, IL | Aug 2019 - Oct 2020 | 1 |
| City Of Chicago | Chicago, IL | Oct 2019 - Jul 2020 | < 1 |
| Robert Half | Chicago, IL | Oct 2017 - Aug 2019 | 1 |
| Unemployed - Studying For Bar Exam | Valparaiso, IN | May 2017 - Oct 2017 | < 1 |
| Nisource | Merriville, IN | Jun 2016 - May 2017 | < 1 |
| Lexis Nexis | Valparaiso, IN | Aug 2015 - May 2017 | 1 |
| Valparaiso University | Valparaiso, IN | Aug 2014 - Aug 2015 | 1 |
| Verizon | Decatur, AL | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- FL
- IL
- SC
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts99ACCOUNTS
-
Average Account Value$198,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, IL, SC, TX
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