Joel Dunbar, financial advisor Saint Louis MO
93 score

Joel Dunbar

CRD Number: 5950789
Current Firm: Scottrade Investment Management

Joel Dunbar (CRD# 5950789) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Scottrade, Inc. San Luis Obispo, CA Jan 2017 - Current 1
Valic Financial Advisors Orange, CA Apr 2015 - Jan 2017 1
Jp Morgan Chase Bank San Luis Obipso, CA May 2014 - Apr 2015 < 1
Jp Morgan Securities LLC San Luis Obipso, CA May 2014 - Apr 2015 < 1
Lpl Financial LLC Santa Maria, CA Feb 2014 - Apr 2014 < 1
May Wealth Management Group Santa Maria, CA Feb 2014 - Apr 2014 < 1
Morgan Stanley Smith Barney San Luis Obispo, CA Aug 2012 - Feb 2014 1
Morgan Stanley Wealth Management San Luis Obispo, CA Aug 2012 - Feb 2014 1
Morgan Stanley Smith Barney San Luis Obispo, CA Sep 2012 - Sep 2012 < 1
Bank Of America Atascadero, CA Jan 2012 - Jul 2012 < 1
Edward Jones Paso Robles, CA Jul 2011 - Oct 2011 < 1
Edward Jones Paso Robles, CA Jun 2011 - Jul 2011 < 1
Heritage Oaks Bank Paso Robles, CA Oct 2010 - Jun 2011 < 1
Cunesta College San Luis Obispo, CA Jun 2004 - May 2011 6
Wells Fargo Bank Paso Robles, CA Feb 2009 - Oct 2010 1
Mission College Preparatory Catholic High School San Luis Obispo, CA Jun 2008 - Jul 2009 1
Home Depot Atascadero, CA Sep 2008 - Feb 2009 < 1
Paso Bowl Paso Robles, CA Jan 2006 - May 2008 2
Mission College Preparatory Catholic High School San Luis Obispo, CA Jul 2001 - May 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Joel M. Dunbar
Phone Number: 314-965-1555
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,301
    MILLIONS
  • Total Number of Accounts
    20,396
    ACCOUNTS
  • Average Account Value
    $112,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, 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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