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JI

Joseph S. Ibarra

ALLSTATE FINANCIAL SERVICES
Martinez, CA 94553-1861
Some features on this profile are disabled
CRD#: 1591725
JI

Professional summary

Joseph S Ibarra, who also goes by Jeff Ibarra, Joseph Ibarra, Jeph Ibarra, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Martinez, California.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1992. Joseph has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Ibarra | Joseph Ibarra | Jeph Ibarra

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph S Ibarra's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 4, 2025 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 1311 Pine St Ste H, Martinez, CA 94553-1861
BD
CRD#: 18272
Martinez, CA
Past

August 17, 2021 - January 7, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Walnut Creek, CA
Past

December 22, 2016 - February 20, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CONCORD, CA
Past

December 22, 2016 - February 20, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CONCORD, CA
Past

July 2, 2014 - December 23, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
EMERYVILLE, CA
Past

July 1, 2014 - December 23, 2016

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
EMERYVILLE, CA
Past

November 23, 2011 - January 31, 2013

WADDELL & REED

RIA
CRD#: 866
CONCORD, CA
Past

November 22, 2011 - January 31, 2013

WADDELL & REED

BD
CRD#: 866
CONCORD, CA
Past

February 19, 2009 - April 7, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
WALNUT CREEK, CA
Past

February 13, 2009 - April 7, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
WALNUT CREEK, CA
Past

November 3, 2006 - January 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WALNUT CREEK, CA
Past

November 3, 2006 - January 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WALNUT CREEK, CA
Past

July 8, 1997 - November 13, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
WALNUT CREEK, CA
Past

November 26, 1996 - November 13, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WALNUT CREEK, CA
Past

July 18, 1996 - November 1, 1996

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

July 31, 1993 - August 9, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 27, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/31/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/8/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/24/1992
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALLSTATE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL SERVICES, LLC | LSA SECURITIES, INC. | LAUGHLIN GROUP ADVISORS, INC. | ALLSTATE FINANCIAL SERVICES, LLC OF DELAWARE | ALLSTATE FINANCIAL SERVICES, LLC D/B/A LSA SECURITIES

CRD#: 18272 / SEC#: , 8-36365

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508-1380
Mailing Address
Po Box 83271, Lincoln, NE 68501-3271
Phone number
(877) 232-2142
Established
Delaware since 11/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALLSTATE INSURANCE COMPANYOWNER
BOUDREAU, JOHN DOUGLASCHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE6357880
DELANEY, SCOTT SULLIVANPRESIDENT AND CHIEF EXECUTIVE OFFICER2978681
LANSPA, PAUL DONALDCHIEF OPERATING OFFICER6449159
MUELLER, DAVID JOHNGENERAL COUNSEL AND SECRETARY7807045
NELSON, MARY KRISCHAIRMAN OF THE BOARD2464654
SWEENEY, MICHAEL DANIELAML OFFICER2026113
WHITCOMB, MICHAEL JAMESFINOP7495756

Disclosures

Regulatory Event4
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272Martinez, CA 94553-1861

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