Joel MathewsCRD 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.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|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|
Total Assets Under Management55MILLIONS
Total Number of Accounts52ACCOUNTS
Average Account Value$1,056,574
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Educational seminars/workshops
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