Joel Mathews, financial advisor Northbrook IL

Joel Mathews

CRD Number: 3246150
Current Firm: Hokin Investment Advisors Inc.

Joel Mathews (CRD# 3246150) is an Investment Advisor Representative working at Hokin Investment Advisors Inc. in Northbrook, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Hokin Investment Advisors Northbrook, IL Jan 2013 - Current 9
First Sovereign Securities Corporation Northbrook, IL May 2000 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Joel P. Mathews
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $1,056,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IL

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