Joey Banghart (CRD# 4743465) is an Investment Advisor Representative working at Cjc Wealth Management in Olney, MD and has over 19 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cjc Wealth Management LLC | Jacksonville, FL | May 2023 - Current | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2015 - Current | 8 |
Northwestern Mutual Investment Services LLC | Jacksonville, FL | Jul 2014 - Current | 9 |
William Koch | Jacksonville, FL | Jun 2014 - Current | 9 |
The Gantt Group | Tallahassee, FL | Sep 2020 - Apr 2023 | 2 |
The Koch Group | Jacksonville, FL | Jun 2014 - Sep 2020 | 6 |
Unemployed | Jacksonville, FL | May 2014 - Jun 2014 | < 1 |
Northwestern Mutual Investment Services LLC | Jacksonville, FL | Oct 2011 - May 2014 | 2 |
William S. Koch | Jacksonville, FL | Sep 2011 - May 2014 | 2 |
The Koch Group | Jacksonville, FL | Sep 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- DC
- FL
- MD
- OH
- TX
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts179ACCOUNTS
-
Average Account Value$84,229
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, FL, LA, MD, OH, TX, VA
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