Jeffrey Joslin is a registered investment advisor at Stock Traders, based in Huntington Beach, CA, with 40 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 91 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stock Traders offers investment management services where fees range from 1.00% to 2.95% of the value of your portfolio annually. The specific fee and payment schedule (monthly or quarterly, in advance or arrears) will be detailed in your agreement. You can cancel the agreement with 30 days' written notice, and any unearned prepaid fees will be refunded.
Location
16152 Beach Blvd., Suite 271, Huntington Beach, CA, 92647-3815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is licensed for insurance, but is not actively selling insurance products.
Employment History
Current Registrations
Stock Traders
Stock TradersBroker
Previous Registrations
Olde Discount CorporationBroker
Kennedy, Cabot & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.