JS
CFP
JS
CFP
Joel Shomaker
23 Years of Experience
Newport Beach, CA
2 DisclosuresBrokerSells Insurance
Joel Shomaker is a CFP-designated registered investment advisor, based in Newport Beach, CA, with 23 years of industry experience.
Location
895 Dove Street, Suite 300, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
October 2025Judgment / Lien
October 2005Other Business ActivitiesSells Insurance
Joel works as a financial advisor for RBG, dedicating about a quarter of his time. He also provides fixed insurance products through multiple carriers and works as a wealth management director for One Digital full-time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
December 2025 - Present · 5 mos
Kestra Advisory Services, LLC
December 2025 - Present · 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - December 2025 · 1 yr 4 mos
Triad Advisors LLCBroker
January 2019 - August 2024 · 5 yrs 7 mos
Onedigital
December 2018 - December 2025 · 7 yrs
LPL Financial LLC
November 2015 - December 2015 · 1 mo
LPL Financial LLCBroker
November 2010 - December 2018 · 8 yrs 1 mo
Independent Financial Partners
November 2010 - December 2018 · 8 yrs 1 mo
Nrp Advisors, INC.
December 2009 - December 2010 · 1 yr
Nrp Financial, INC.Broker
December 2009 - November 2010 · 11 mos
AXA Advisors, LLC
June 2009 - December 2009 · 6 mos
AXA Advisors, LLCBroker
June 2009 - December 2009 · 6 mos
Linsco/private Ledger CORP.
August 2007 - November 2007 · 3 mos
Linsco/private Ledger CORP.Broker
August 2007 - November 2007 · 3 mos
Banc of America Investment Services, INC.
January 2003 - January 2005 · 2 yrs
Banc of America Investment Services, INC.Broker
January 2003 - January 2005 · 2 yrs
Prudential Securities Incorporated
April 1999 - January 2003 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
March 1999 - January 2003 · 3 yrs 10 mos
Smith Barney INC.Broker
March 1995 - August 1995 · 5 mos
State Registrations9 states
AZCACOFLGAINTNTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.