Joel D. Kendall

COMPOSITION WEALTH

Chicago, IL

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CRD#: 1666724

Professional summary

Joel Daniel Kendall is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Chicago, Illinois.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Joel has worked at 17 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Joel Daniel Kendall'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

December 21, 2023 - Present

COMPOSITION WEALTH, LLC

RIA

CRD#: 143483

Chicago, IL

Past

December 12, 2016 - December 22, 2023

ADVISORY PARTNERS, LLC

RIA

CRD#: 285518

CHICAGO, IL

Past

April 5, 2012 - January 6, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CHICAGO, IL

Past

April 5, 2012 - January 6, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CHICAGO, IL

Past

July 5, 2007 - April 9, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHICAGO, IL

Past

July 5, 2007 - April 9, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHICAGO, IL

Past

April 15, 2003 - July 10, 2007

OPPENHEIMER ASSET MANAGEMENT

RIA

CRD#: 105559

NEW YORK, NY

Past

January 3, 2003 - April 15, 2003

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

CHICAGO, IL

Past

January 3, 2003 - July 9, 2007

OPPENHEIMER & CO. INC.

CRD#: 249

CHICAGO, IL

Past

June 1, 2001 - January 3, 2003

CIBC WORLD MARKETS CORP.

RIA

CRD#: 630

CHICAGO, IL

Past

November 3, 2000 - January 3, 2003

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

January 2, 1997 - November 6, 2000

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Past

December 8, 1994 - January 2, 1997

THE CHICAGO CORPORATION

CRD#: 1449

CHICAGO, IL

Past

September 18, 1991 - December 5, 1994

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

September 4, 1990 - September 12, 1991

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 2, 1990 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

CRD#: 7656

Past

July 11, 1989 - January 2, 1990

GULFSTREAM FINANCIAL ASSOCIATES, INC.

CRD#: 19910

Past

August 25, 1988 - July 24, 1989

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

June 7, 1988 - August 23, 1988

EASTER KRAMER GROUP SECURITIES, INC.

CRD#: 15318

Past

September 28, 1987 - March 19, 1988

AMERICAN CAPITAL EQUITIES, INC.

CRD#: 13272

Past

September 24, 1987 - September 30, 1987

THE DAVID-MAXWELL COMPANY, INC.

CRD#: 16876

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(12/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/17/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/20/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Current Firm

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

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Contact information

Main Address

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064

Mailing Address

Phone number

(310) 246-1243

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (10/27/2025)

FORM ADV PART 2A (10/27/2025)

Regulatory assets under management

Total Number of Accounts	8,671
AUM (Assets Under Management)	$ 6,714,187,844

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.

Contact information

xxxxx@xxxx.xxx

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Joel D. Kendall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Daniel Kendall's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OPPENHEIMER ASSET MANAGEMENT

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

CIBC WORLD MARKETS CORP.

CIBC WORLD MARKETS CORP.

ABN AMRO INCORPORATED

THE CHICAGO CORPORATION

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

PRESCOTT, BALL & TURBEN, INC.

GULFSTREAM FINANCIAL ASSOCIATES, INC.

MORGAN STANLEY DW INC.

EASTER KRAMER GROUP SECURITIES, INC.

AMERICAN CAPITAL EQUITIES, INC.

THE DAVID-MAXWELL COMPANY, INC.

Primary Firm SEC Registration

COMPOSITION WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/17/2001

Series 63

Date: 1/20/1988

SIE

Date: 1/6/2017

Series 7

Date: 9/19/1987

Current Firm

COMPOSITION WEALTH, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPOSITION WEALTH, LLC

TRUST BUT VERIFY

Contact information

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