Joseph Dewhart (CRD# 5533815) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cypress, TX and has over 15 years of experience in the finance industry. Joseph Dewhart 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Current | 5 |
| Fidelity Brokerage Services LLC | Houston, TX | May 2018 - Current | 5 |
| Jpmorgan Securities LLC | Marietta, GA | Nov 2017 - May 2018 | < 1 |
| Bank Of America, N.a. | Houston, TX | Apr 2015 - Nov 2017 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Apr 2015 - Nov 2017 | 2 |
| Bbva Securities Inc. | Houston, TX | Sep 2014 - Apr 2015 | < 1 |
| Bbva Wealth Solutions Inc. | Houston, TX | Sep 2014 - Apr 2015 | < 1 |
| Compass Bank | Houston, TX | Aug 2014 - Apr 2015 | < 1 |
| Farmers Financial Solutions, LLC | Houston, TX | Apr 2014 - Jul 2014 | < 1 |
| Farmers Insurance | Houston, TX | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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