JE
JE

Joel Edelson

17 Years of Experience
Canton, MI
Broker

Joel Edelson is a registered investment advisor at Blackrock Investment Management, LLC, based in Canton, MI, with 17 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Canton, MI

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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 Activities

Joel serves as Secretary for Grace Baptist Church, processing expenses and tithes. This role requires a few hours per week.

Employment History
Current Registrations
Blackrock Investment Management, LLC
January 2011 - Present · 15 yrs 4 mos
Blackrock Investments, LLCBroker
January 2011 - Present · 15 yrs 4 mos
Blackrock Investments, LLC
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Multi-Bank Securities, INC.Broker
August 2010 - November 2010 · 3 mos
Midamerica Financial Services, INC.Broker
February 2010 - August 2010 · 6 mos
AXA Advisors, LLC
June 2008 - April 2009 · 10 mos
AXA Advisors, LLCBroker
July 2007 - April 2009 · 1 yr 9 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.
Joel Edelson - Financial Advisor | TrueAdvisor