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JB

Joseph M. Blackwell

Some features on this profile are disabled
CRD#: 22729
JB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Michael Blackwell was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1970. 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.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 12, 2015 - September 2, 2025

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

BD
CRD#: 135288
Vancouver, WA
Past

April 11, 2012 - August 7, 2015

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
PORTLAND, OR
Past

June 8, 2005 - April 11, 2012

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

January 3, 2005 - March 28, 2005

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
TAMPA, FL
Past

October 23, 1984 - November 25, 1985

FIRST REGISTRY, INC.

BD
CRD#: 15611
Past

October 15, 1979 - January 3, 2005

BLACKWELL DONALDSON & COMPANY

BD
CRD#: 7981
PORTLAND, OR
Past

February 4, 1975 - June 1, 1977

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
Past

June 29, 1972 - January 17, 1975

SOMERSET EQUITIES CORPORATION

BD
CRD#: 2243
Past

December 22, 1971 - July 15, 1972

FML FUNDS DISTRIBUTION COMPANY

BD
CRD#: 1777
Past

August 16, 1971 - January 20, 1972

GREAT RUPUBLIC SECURITIES CORPORATION

BD
CRD#: 1000006
Past

July 16, 1971 - January 20, 1972

C. A. MANAGEMENT CORPORATION

BD
CRD#: 136
Past

December 29, 1970 - August 30, 1971

ADA SECURITIES CORPORATION

BD
CRD#: 4284

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".
AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288 / SEC#: 801-69138, 8-66905

RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)
Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)
Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)
District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)
Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)
Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 5/28/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 3/8/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/3/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/9/1991
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 12/20/1969
General Securities Principal Examination

Current Firm

AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288 / SEC#: 801-69138, 8-66905

RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)
Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)
Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)
District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)
Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)
Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
664 S Rivershore Lane Suite 150, Eagle, ID 83616
Mailing Address
Po Box 579, Eagle, ID 83616
Phone number
(208) 489-3131
Established
Idaho since 12/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
34

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV2A - AMENDED 11/6/2025 (11/6/2025)

Direct owners and executive officers

NamePositionCRD#
CARLSON, RYAN SHANEMEMBER, CEO4209072
FAXON, REYHEENA MARIAPRINCIPAL, FINOP4219599
KERBEIN, SHEILA APRINCIPAL, CHIEF COMPLIANCE OFFICER5571772
THOMAS, JOSEPH ALLISON JRMUNICIPAL PRICIPAL,REGISTERED OPTIONS AND SECURITIES FUTURES PRINCIPAL ,MEMBER1484206

Regulatory assets under management

Total Number of Accounts2,987
AUM (Assets Under Management)$ 604,888,609

Disclosures

Regulatory Event1

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.

Company Information

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288

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