Joseph Stafford
Joseph Stafford is a CFP-designated registered investment advisor at Innovation Partners LLC, based in Jacksonville, FL, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
Jacksonville, FL
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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
Joseph is an independent health insurance agent, providing sales and service for various health insurance products since 2003. He also works under the name Crossroads Insurance Benefits, Inc., dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.