John David Joyce
Professional Summary
John David Joyce, who also goes by John David (j.d.) Joyce, J.d. Joyce, is a registered financial advisor currently at JOYCE WEALTH MANAGEMENT, LLC located in Houston, Texas. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Investment Management
- Cashflow & Budgeting
- Estate & Legacy Planning
- Tax Planning
- Risk management
- Business Services
- Education Funding
Biography
J.D. loves people and relishes long term meaningful relationships. Perhaps this is one reason he and his company flourish in the wealth management industry. J.D. and his team truly know their clients – the things important to them, their likes, dislikes, and their purpose and passion. This love of people results in an investor-centric approach where the wishes of the client are first and foremost. By taking unique client goals and objectives and meshing them...
Other Aliases
John David (j.d.) Joyce, J.d. Joyce
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Years of Experience
33 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Current Firm
JOYCE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
7880 San Felipe Suite 115, Houston, TX 77063Phone Number
(713) 714-8500# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
949AUM (Assets Under Management)
$483,071,175Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
JOYCE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(5/2/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view John David Joyce's CRS (Customer Relationship Summary).
Services Offered by John
- Retirement Planning
- Investment Management
- Cashflow & Budgeting
- Estate & Legacy Planning
- Tax Planning
- Risk management
- Business Services
- Education Funding
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
