JB
JB

Joseph Blair

16 Years of Experience
Boston, MA
Broker

Joseph Blair is a registered investment advisor, based in Boston, MA, with 16 years of industry experience.

Location

101 Seaport Blvd, 11th floor, Boston, MA, 02210

Get directions

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.

Learn about disclosures →
Other Business Activities

Joseph owns a rental property since 2011. He dedicates minimal time to this business outside of securities trading hours.

Employment History
Current Registrations
Allspring Funds Distributor, LLC
March 2023 - Present · 3 yrs 2 mos
Allspring Funds Distributor, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Allspring Funds Management, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Empower Advisory Group, LLC
February 2020 - February 2023 · 3 yrs
Empower Financial Services, INC.Broker
January 2020 - February 2023 · 3 yrs 1 mo
TD Private Client Wealth LLC
October 2015 - November 2017 · 2 yrs 1 mo
TD Private Client Wealth LLCBroker
October 2015 - November 2017 · 2 yrs 1 mo
Strategic Advisers, INC.
February 2008 - October 2015 · 7 yrs 8 mos
Fidelity Brokerage Services LLCBroker
July 2007 - October 2015 · 8 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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 Blair - Financial Advisor | TrueAdvisor