Joel Bakker is a CFP-designated registered investment advisor, based in Vancouver, WA, with 10 years of industry experience.
Location
201 NE Park Plaza Dr Ste 261, Vancouver, WA, 98684
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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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Joel is an officer and president of Just in Kees LLC and Vertical Wealth, both support companies for his Raymond James business. He dedicates about half his time to each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2020 - Present · 5 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, LLC.
May 2015 - November 2020 · 5 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 2015 - November 2020 · 5 yrs 7 mos
State Registrations13 states
AZCACOFLIDMAMIMOORSCVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.