JR
JR

Joseph D Robertson

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
587 clients
Average Client Portfolio
$799K average
Assets Under Management
$469.2M

Fee Structure

Minimum Investment:$100K
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Location

3009 Napier Park, Shavano Park, TX, 78231

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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

Joseph is an investment advisor representative with Maridea Wealth Management LLC and a registered representative with Private Client Services, LLC, spending the vast majority of his time with Maridea. He also uses VitalStone Financial, LLC as a DBA for his investment advisory activity.

Employment History
Current Registrations
Maridea Wealth Management
March 2025 - Present · 11 mos
Private Client Services, LLCBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Morgan Stanley
June 2024 - July 2024 · 1 mo
Morgan StanleyBroker
January 2023 - July 2024 · 1 yr 6 mos
E*trade Securities LLCBroker
June 2022 - September 2023 · 1 yr 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.