Joseph Emmerling (CRD# 5899230) is an Investment Advisor Representative working at Morgan Stanley in Los Angeles, CA and has over 13 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Smith Barney LLC | Los Angeles, CA | Sep 2021 - Current | 3 |
Morgan Stanley Private Bank, N.a | New York, NY | Sep 2021 - Current | 3 |
J.p. Morgan Securities LLC | New York, NY | Mar 2011 - Sep 2021 | 10 |
Jpmorgan Chase Bank | New York, NY | Mar 2011 - Sep 2021 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2011 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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