Paul Jochimsen is a registered investment advisor, based in Alpharetta, GA, with 38 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 ActivitiesSells Insurance
Paul is an Investment Advisor Representative (IAR) with Merit Financial Group dba Merit Financial Advisors since 2022, dedicating nearly full-time hours to serving clients. Since 2024, Paul is also an agent selling fixed/traditional insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations9 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.