Alexander Joseph is a registered investment advisor, based in Jacksonville, FL, with 7 years of industry experience.
Location
5335 Gate Pkwy, 5th Floor, Jacksonville, FL, 32256
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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.
Learn about disclosures →Employment History
Current Registrations
Sofi Securities LLCBroker
October 2025 - Present · 6 mos
Sofi Wealth LLC
October 2025 - Present · 6 mos
Previous Registrations
Odeon Capital Group LLCBroker
April 2022 - March 2025 · 2 yrs 11 mos
Ameriprise Financial Services, LLC
December 2020 - February 2022 · 1 yr 2 mos
Ameriprise Financial Services, LLCBroker
December 2020 - February 2022 · 1 yr 2 mos
Morgan Stanley
May 2019 - December 2020 · 1 yr 7 mos
Morgan StanleyBroker
May 2019 - December 2020 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - April 2019 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - April 2019 · 1 yr 8 mos
State Registrations2 states
FLTX
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.