Robert W. Joel

SALVUS WEALTH MANAGEMENT

Jacksonville, FL 32217

Some features on this profile are disabled

CRD#: 2049509

Professional summary

Robert Werner Joel, CFP®, who also goes by Bob Joel, is a registered financial advisor currently at SALVUS WEALTH MANAGEMENT, LLC located in Jacksonville, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Robert has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Joel

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 Robert Werner Joel'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®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

September 17, 2014 - Present

SALVUS WEALTH MANAGEMENT, LLC

Office #1: 6022 San Jose Blvd Suite 100 N, Jacksonville, FL 32217Office #2: 200 Schulz Drive Suite 302, Red Bank, NJ 07701

RIA

CRD#: 171986

Jacksonville, FL

Past

April 5, 2012 - October 1, 2014

ARCUS CAPITAL PARTNERS, LLC

RIA

CRD#: 147346

JACKSONVILLE, FL

Past

February 5, 2011 - February 22, 2012

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

PALM BEACH GARDENS, FL

Past

March 15, 1994 - July 5, 1994

MARKETING ONE SECURITIES, INC.

CRD#: 16611

Past

November 1, 1993 - March 21, 1994

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

Past

September 13, 1991 - November 15, 1993

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

Past

September 13, 1991 - November 15, 1993

OSAIC FA, INC.

CRD#: 3978

Past

April 26, 1991 - August 29, 1991

BILTMORE SECURITIES, INC.

CRD#: 25023

Past

May 22, 1990 - April 29, 1991

F.N. WOLF & CO., INC.

CRD#: 13051

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".

SALVUS WEALTH MANAGEMENT, LLC

CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC

CRD#: 171986 / SEC#: 801-117044

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

Connecticut

Registered Investment Advisory firm - (10/8/2019 Terminated)

Florida

Registered Investment Advisory firm - (10/4/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (8/6/2019 Terminated)

New York

Registered Investment Advisory firm - (10/4/2019 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

Florida
(10/30/2014)

IAR

New Jersey
(9/17/2014)

IAR

Texas
(10/19/2020)

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 65

Date: 2/18/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/28/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/1990

General Securities Representative Examination

Current Firm

SALVUS WEALTH MANAGEMENT, LLC

CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC

CRD#: 171986 / SEC#: 801-117044

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

Connecticut

Registered Investment Advisory firm - (10/8/2019 Terminated)

Florida

Registered Investment Advisory firm - (10/4/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (8/6/2019 Terminated)

New York

Registered Investment Advisory firm - (10/4/2019 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

200 Schulz Drive Suite 302, Red Bank, NJ 07701

Mailing Address

Phone number

(732) 542-2629

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A, FIRM BROCHURE (7/7/2025)

Regulatory assets under management

Total Number of Accounts	787
AUM (Assets Under Management)	$ 297,624,840

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/30/2025	Cover Page	Report
02/28/2024	Cover Page	Report
10/06/2022	Cover Page	Report

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.

Similar Advisors

Andreas Heinrich

LPL ENTERPRISE, LLC

IAR

Jacksonville, FL

Michael Mcalpin

INTELLICAPITAL ADVISORS LLC

IAR

PONTE VEDRA, FL

Troy Davis

DAVIS CAPITAL MANAGEMENT

IAR

JACKSONVILLE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert W. Joel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Werner Joel's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCUS CAPITAL PARTNERS, LLC

HIGHTOWER ADVISORS, LLC

MARKETING ONE SECURITIES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

BILTMORE SECURITIES, INC.

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

SALVUS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2011

Series 63

Date: 7/28/1990

Series 7

Date: 5/19/1990

Current Firm

SALVUS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SALVUS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors