Joseph Kloecker is a CFP-designated registered investment advisor, based in Pittsburgh, PA, with 4 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Pittsburgh, PA
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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
Raymond James Financial Services, INC.
August 2025 - Present · 1 yr 2 mos
Raymond James Financial Services Advisors, INC
August 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Jfs Wealth Advisors, LLC
December 2023 - August 2025 · 1 yr 8 mos
Dfa Securities LLCBroker
November 2021 - August 2023 · 1 yr 9 mos
State Registrations13 states
COFLGAILNCNHNJNYOHPASCTXVA
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.
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