Joseph McClung (CRD# 7027682) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Frisco, TX and has over 5 years of experience in the finance industry.
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
CRD# 5887508
Fisher Investments
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Dallas, TX | Apr 2020 - Current | 4 |
J.p. Morgan Securities LLC | Dallas, TX | Apr 2020 - Current | 4 |
Td Ameritrade Investment Management, LLC | Southlake, TX | Nov 2019 - Mar 2020 | < 1 |
Td Ameritrade, Inc. | Southlake, TX | Oct 2018 - Mar 2020 | 1 |
Unemployed | Dallas, TX | Aug 2018 - Sep 2018 | < 1 |
University Of Arkansas | Fayetteville, AR | Aug 2014 - Aug 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2019 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.