Joseph Michael Blackwell
Professional Summary
Joseph Michael Blackwell was a registered financial advisor. Joseph was a previously registered financial professional and started their career in finance 1970 - 2025. Joseph had worked at 10 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 1, Series 10, Series 27 and Series 00 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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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.
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Years of Experience
58 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
Contact Information
Main Address
664 S Rivershore Lane Suite 150, Eagle, ID 83616Mailing Address
Po Box 579, Eagle, ID 83616Phone Number
(208) 489-3131Established
Idaho since 12/30/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
49SEC notice filing (49 States and Territories)
Registered to provide investment advisory services in 49 US states and territories.
FINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 49 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
4,385AUM (Assets Under Management)
$986,332,007Disclosures
Regulatory Event
1Similar Advisors
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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.
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Primary Firm SEC Registration
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Mar 1968Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2000About the Series 10 examSeries 00 — General Securities Principal Examination
Passed Dec 1969Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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