Joseph Lewandoski, financial advisor Marysville MI
88 score

Joseph Lewandoski

CRD Number: 6065534
Current Firm: Edward Jones

Joseph Lewandoski (CRD# 6065534) is an Investment Advisor Representative working at Edward Jones in Marysville, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 2
Mhsaa Referee Location Changes, MI Aug 2010 - Current 6
Edward Jones St Louis, MO Jan 2014 - Apr 2014 < 1
University Of Michigan - Dearborn Dearborn, MI Sep 2011 - Dec 2013 2
Cbs Boring And Machining Fraser, MI Apr 2007 - Nov 2013 6
Joe Lew's Dj Service Algonac, MI Jan 2007 - May 2013 6
Edward Jones Ira, MI Jun 2012 - Aug 2012 < 1
St. Clair County Community College Port Huron, MI Sep 2009 - May 2011 1
Algonac Community Schools Algonac, MI Aug 1996 - May 2009 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Joseph S. Lewandoski
Phone Number: 314-515-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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