How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Joellen

ADVISOR PROFILE

Erie Philharmonic Erie, PA Start date: 8/15/2014 Chairman Board of Governors Hours per week: 0 Hours during trading: 0 Help with fundraising and raising awareness of the Philharmonic through outreach to my circle of influence. High Seas LLC Type of business: Real estate holding company North East, PA Start date: 2/14/2013 Manager Hours per week: 0 Hours during trading: 0 Manage commercial real estate property and collect rent. JDC Systems Company Type of business: Systems Engineering North East, PA Start date: 2/8/1993 President Hours per week: 0 Hours during trading: 0 No responsibilities. Holographic Hill LLC Type of business: Grape Farm North East, PA Start date: 12/9/2021 Owner Hours per week: 0 Hours during trading: 0 Hire, supervise and pay the contractors

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Joellen Trexler Nelson

Experience: 23 years / 1 firms

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