Joseph A. Ventura
Professional summary
Joseph Andrew Ventura is a registered financial advisor currently at EDEN ADVISORY SERVICES, LLC located in Albany, New York.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Joseph has worked at 7 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Andrew Ventura's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2022 - Present
EDEN ADVISORY SERVICES, LLC
Office #1: 187 Wolf Rd Suite 300, Albany, NY 12205February 12, 2013 - December 31, 2013
CFD INVESTMENTS, INC.
June 23, 2010 - February 4, 2011
VOYA FINANCIAL ADVISORS, INC.
May 27, 2009 - February 4, 2011
VOYA FINANCIAL ADVISORS, INC.
February 21, 2006 - May 26, 2009
INVEST FINANCIAL CORPORATION
February 21, 2006 - May 26, 2009
INVEST FINANCIAL CORPORATION
October 17, 1997 - February 17, 2006
OSAIC WEALTH, INC.
October 6, 1995 - October 20, 1997
LPL FINANCIAL LLC
February 20, 1986 - October 25, 1995
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/10/2022)
Exams
Current Firm
EDEN ADVISORY SERVICES, LLC
CRD#: 277083 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 385 |
| AUM (Assets Under Management) | $ 23,290,000 |
Red Flags
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