JE
JE

Joseph Eckles

28 Years of Experience
Chicago, IL
BrokerSells Insurance

Joseph Eckles is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 28 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joseph works as an insurance agent for Bankers Life and Casualty Company, also appointed with KFA to sell various insurance products including Medicare Supplement, annuities, life insurance, health, and LTC. This activity takes nearly full-time hours.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 9 yrs 10 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Investment Advisors
June 2015 - May 2016 · 11 mos
Proequities, INC.Broker
June 2015 - May 2016 · 11 mos
J.P. Morgan Securities LLC
March 2013 - March 2015 · 2 yrs
J.P. Morgan Securities LLCBroker
March 2013 - March 2015 · 2 yrs
Edward Jones
June 2011 - March 2013 · 1 yr 9 mos
Edward JonesBroker
April 2011 - March 2013 · 1 yr 11 mos
Investment Advisors International, INC.
August 2006 - March 2011 · 4 yrs 7 mos
Intersecurities, INC.
May 2005 - August 2006 · 1 yr 3 mos
World Group Securities, INC.Broker
April 2002 - March 2011 · 8 yrs 11 mos
Wma Securities, INC.Broker
March 2001 - April 2002 · 1 yr 1 mo
Metlife Securities INC.Broker
October 1996 - February 2001 · 4 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
October 1996 - February 2001 · 4 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Joseph Eckles - Financial Advisor | TrueAdvisor