Joseph Featherstone, financial advisor Jupiter FL

Joseph Featherstone

CRD Number: 6741343
Current Firm: Featherstone Investment Advisory

Joseph Featherstone (CRD# 6741343) is an Investment Advisor Representative working at Featherstone Investment Advisory in Jupiter, FL and has over 5 years of experience in the finance industry.

Similar Advisors
Robert Burns, financial advisor Jupiter FL
Robert Burns
CRD# 1690782
J.p. Morgan Securities LLC
Similar Advisors
James Abarquez, financial advisor Jupiter FL
James D. Abarquez
CRD# 5575170
Edward Jones
Similar Advisors
Ali Abbas, financial advisor Jupiter FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Featherstone Investment Advisory LLC Jupiter, FL Jan 2023 - Current 1
Stillwater Wealth Management LLC Palm Beach Gardens, FL Jul 2022 - Current 1
U.s. Private Wealth, LLC Palm Beach Gardens, FL May 2019 - Jul 2022 3
Wall Private Wealth, Inc. Palm Beach Gardens, Fl, FL Oct 2017 - Jul 2022 4
Nylife Securities LLC Sunrise, FL Feb 2017 - Oct 2017 < 1
New York Life Insurance Company Sunrise, FL Dec 2016 - Oct 2017 < 1
Campany Roof Maintenance, LLC West Palm Beach, FL Jun 2016 - Jan 2017 < 1
Followup Power Fort Lauderdale, FL Jan 2016 - Jun 2016 < 1
Featherstone Tile & Marble, Inc. Haverhill, FL Mar 2013 - Dec 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Joseph M. Featherstone
Phone Number: 561-234-0514
Registered State(s):
  • FL
  • TX
Current Firm Details
Featherstone Investment Advisory
Firm's CRD Number: 325023
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $325,941
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.