Joseph Featherstone, financial advisor Palm Beach Gardens FL

Joseph Featherstone

CRD Number: 6741343
Current Firm: U.s. Private Wealth, LLC

Joseph Featherstone (CRD# 6741343) is an Investment Advisor Representative working at U.s. Private Wealth, LLC in Palm Beach Gardens, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wall Wealth Management, LLC Palm Beach Gardens, FL Mar 2019 - Current 2
Wall Private Wealth, Inc. Palm Beach Gardens, Fl, FL Oct 2017 - Current 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 - Jan 2016 2
East Coast Valet, Inc. West Palm Beach, FL Dec 2008 - Mar 2013 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Joseph M. Featherstone
Phone Number: 561.855.4635
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $171,220
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
Types of Clients
Registered States

FL, PA, TX

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