Joseph Frazer, financial advisor Philadelphia PA

Joseph Frazer

CRD Number: 7086375
Current Firm: Wescott Financial Advisory Group LLC

Joseph Frazer (CRD# 7086375) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wescott Financial Advisory Group, LLC Philadelphia, PA Jul 2019 - Current 5
Dick's Sporting Goods Plymouth Meeting, PA Aug 2018 - May 2019 < 1
Temple University Philadelphia, PA Aug 2014 - Dec 2018 4
Jpmorgan Chase & Co Newark, DE Jun 2018 - Aug 2018 < 1
Td Bank Mount Laurel, NJ Jun 2017 - Aug 2017 < 1
Dick's Sporting Goods Plymouth Meeting, PA Jun 2015 - Aug 2016 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Joseph Frazer
Phone Number: 215-979-1619
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,477
    MILLIONS
  • Total Number of Accounts
    3,321
    ACCOUNTS
  • Average Account Value
    $1,047,096
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NV, NY, PA, SC, TX, VA

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