Joseph Wilcox (CRD# 4794110) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 19 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ascensus | Newton, MA | Apr 2019 - Current | 5 |
Rowman & Little Field Publishing | Nicholasville, KY | Aug 2003 - Current | 20 |
Kettle-a-gogo LLC | Nicholasville, KY | Oct 2016 - Apr 2021 | 4 |
Jpmorgan Chase Bank | Lexington, KY | Nov 2017 - Apr 2019 | 1 |
Jp Morgan Securities LLC | Lexington, KY | Nov 2017 - Apr 2019 | 1 |
Healthmarkets | Lexington, KY | Aug 2017 - Nov 2017 | < 1 |
Unemployed | Nicholasville, KY | Apr 2017 - Aug 2017 | < 1 |
Citizens Bank | Pittsburgh, PA | May 2016 - Mar 2017 | < 1 |
Citizens Securities, Inc. | Pittsburgh, PA | May 2016 - Mar 2017 | < 1 |
Pnc Investments | Pittsburgh, PA | Dec 2005 - May 2016 | 10 |
Pnc Financial Services Group | Pittsburgh, PA | Nov 2005 - May 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- MA
-
Total Assets Under Management9,878MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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