Joseph P. Marsden Jr.
Professional Summary
Joseph P. Marsden JR., who also goes by J. P. Marsden Jr., Jay Marsden Jr, Joseph Patrick Marsden Jr, is a registered financial advisor currently at TRUST ADVISORY GROUP LTD located in Holliston, Massachusetts and STONEX SECURITIES INC. located in Holliston, Massachusetts. Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Joseph has worked at 6 firms and has passed the Series 65,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J. P. Marsden Jr., Jay Marsden Jr, Joseph Patrick Marsden Jr
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANTAGE WEALTH SOLUTIONS | TRUST ADVISORY GROUP LTD | STONEX WEALTH MANAGEMENT | STARR INVESTMENT SERVICES INC. | SOLARES HILL ADVISORS | RHK CAPITAL | RETIREMENT INCOME ADVISORS | PRIMARY WEALTH CARE PROVIDERS, LLC | PARAMOUNT FINANCIAL GROUP | ORION WEALTH ADVISORS | NEW ENGLAND TRUST SERVICES | MORRISTOWN CAPITAL ASSOCIATES LLC | MDS FINANCIAL | LIFE PATH FINANCIAL SERVICES | INVESTMENT SECURITIES GROUP | GIPSON-FITZPATRICK INVESTMENT MANGEMENT | CREATIVE WEALTH ADVISORS | COROMANDEL WEALTH MANAGEMENT | CINDRICH FINANCIAL SERVICES
Contact Information
Main Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243Phone Number
(800) 292-2411# of Employees
22SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
792AUM (Assets Under Management)
$313,523,737Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2026 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ADVANTAGE WEALTH SOLUTIONS | TRUST ADVISORY GROUP LTD | STONEX WEALTH MANAGEMENT | STARR INVESTMENT SERVICES INC. | SOLARES HILL ADVISORS | RHK CAPITAL | RETIREMENT INCOME ADVISORS | PRIMARY WEALTH CARE PROVIDERS, LLC | PARAMOUNT FINANCIAL GROUP | ORION WEALTH ADVISORS | NEW ENGLAND TRUST SERVICES | MORRISTOWN CAPITAL ASSOCIATES LLC | MDS FINANCIAL | LIFE PATH FINANCIAL SERVICES | INVESTMENT SECURITIES GROUP | GIPSON-FITZPATRICK INVESTMENT MANGEMENT | CREATIVE WEALTH ADVISORS | COROMANDEL WEALTH MANAGEMENT | CINDRICH FINANCIAL SERVICES
State Registrations and Notice Filings
(11/6/2024)
(4/29/2009)
(11/6/2024)
(1/2/2025)
(1/2/2025)
(1/2/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1992About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph P. Marsden JR.'s CRS (Customer Relationship Summary).
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