Joslain Joseph, financial advisor Red Bank NJ
93 score

Joslain Joseph

CRD Number: 5293618
Current Firm: Oppenheimer & Company Inc.

Joslain Joseph (CRD# 5293618) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Red Bank, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Redbank, NJ Jun 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank, NJ Mar 2008 - Jun 2016 8
Srbi, Market Research Firm West Long Branch, NJ Feb 2005 - Dec 2008 3
Ameriprise Financial Services,inc. Matawan, NJ Jul 2007 - Apr 2008 < 1
Sovereign Bank Neptune, NJ Sep 2007 - Mar 2008 < 1
Bank Of New York/jp Morgan Chase Long Branch, NJ Apr 2006 - Sep 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Joslain Joseph
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    9,080
    MILLIONS
  • Total Number of Accounts
    19,246
    ACCOUNTS
  • Average Account Value
    $471,802
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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