RJ
Ronald J. Joyce
IVC WEALTH ADVISORS LLC
Silverdale, PA 18962
Some features on this profile are disabled
CRD#: 3273971
RJ
Professional summary
Ronald Jack Joyce JR, AIF®, who also goes by Ron Joyce, Ronald Jack Joyce, is a registered financial advisor currently at IVC WEALTH ADVISORS LLC located in Silverdale, Pennsylvania.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ronald has worked at 13 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Joyce | Ronald Jack Joyce
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.
1) GRIFFIN GIVES FOUNDATION. PO BOX 405, KUPLSVILLE, PA 19443. CHARITABLE ORGANIZATION ASSISTING VETERANS AND CHILDREN IN NEED. BOARD MEMBER. 4 HOURS/MO; 1 DURING TRADING HOURS. 2) IVC WEALTH ADVISORS LLC. 163 E MAIN STREET, PO BOX 539, SILVERDALE, PA 18962. INVESTMENT ADVISOR, INSURANCE AGENCY. VP, PARTNER, AGENT, INVESTMENT MANAGEMENT, INSURANCE SALES. 150 HOURS/MO; 140 DURING TRADING HOURS. 3) IVC WEALTH ADVISORS LLC. 163 E MAIN STREET, PO BOX 539, SILVERDALE, PA 18962. RIA. VICE PRESIDENT, PARTNER, INVESTMENT ADVISOR. 160 HOURS/MO; 5 PER DAY. 4) SHILOH MACCALLA MASONIC LODGE. N MAIN STREET AND CHURCH STREET, SOUDERTON, PA 18964. FRATERNAL LODGE. TRUSTEE, ENSURE THE SAFEGUARDING OF ASSETS. 5 HOURS/MO; 0 DURING TRADING HOURS. 5) TELFORD VFW POST 5308. 395 W BROAD STREET, TELFORD, PA 18969. VETRANS OF FOREIGN WARS POST. COMMANDER, OVERSIGHT OF ALL FUNCTIONS. 12 HOURS/MO; 0 DURING TRADING HOURS. 6) Clear Employer Services. 163 East Main Street, PO Box 539, Silverdale, PA 18962. Professional Employer Organization. Start date: 2022-01-01,160 hrs/mo; 134 during trading hrs. 7) IVP Properties LLC. 126 East Main Street, PO Box 539, Silverdale, PA 18962. IVC Properties owns commercial real estate. 1 property, our offices. Partner, Treasurer. 1 hr/mo; 0 during trading hrs. 8) IVC III LLC; Investment Related; 163 East Main St. PO Box 539 Silverdale PA 18962 United States; Partner; Start date: 2024-07-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 9) IVC Properties LLC; Investment Related; Partner; 163 East Main St. PO Box 539 Silverdale PA 18962; Real Estate investment; Start date: 2020-10- 01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1;Percentage of total yearly compensation expected to be derived from the business: 1. 10) Telford VFW; 395 W Broad St Telford PA 18969; Tie breaker on business matters when necessary; Commander and Board member; Start date with business: 2013-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Jack Joyce JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 25, 2019 - Present
IVC WEALTH ADVISORS LLC
Office #1: 163 E. Main Street, Silverdale, PA 18962RIA
CRD#: 301127
Silverdale, PA
Past
January 31, 2020 - June 30, 2025
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
SILVERDALE, PA
Past
April 19, 2016 - August 19, 2019
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
SILVERDALE, PA
Past
October 3, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
SILVERDALE, PA
Past
October 3, 2014 - February 4, 2020
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
SILVERDALE, PA
Past
June 6, 2011 - October 3, 2014
FINANCIAL TELESIS INC
RIA
CRD#: 31012
DOYLESTOWN, PA
Past
February 23, 2011 - October 3, 2014
FINANCIAL TELESIS INC
BD
CRD#: 31012
DOYLESTOWN, PA
Past
November 30, 2010 - March 9, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
DOYLESTOWN, PA
Past
September 17, 2008 - September 2, 2014
NATIONAL PENN CAPITAL ADVISORS
RIA
CRD#: 112477
DOYLESTOWN, PA
Past
May 22, 2008 - November 30, 2010
NRP FINANCIAL, INC.
BD
CRD#: 103717
DOYLESTOWN, PA
Past
June 22, 2006 - April 23, 2008
TD WEALTH MANAGEMENT SERVICES INC.
BD
CRD#: 6940
CHERRY HILL, NJ
Past
August 5, 2004 - June 16, 2006
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
January 2, 2003 - October 15, 2003
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
October 26, 1999 - February 15, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 26, 1999 - February 15, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
IW
IVC WEALTH ADVISORS LLC
IVC WEALTH ADVISORS LLC
CRD#: 301127 / SEC#: 801-114980
RIA
Registered Investment Advisory firm - (4/10/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(5/17/2022)
IAR
Pennsylvania(4/25/2019)
IAR
Texas(12/10/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
IW
IVC WEALTH ADVISORS LLC
IVC WEALTH ADVISORS LLC
CRD#: 301127 / SEC#: 801-114980
RIA
Registered Investment Advisory firm - (4/10/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
163 E. Main Street, Silverdale, PA 18962
Mailing Address
Phone number
(215) 392-6631
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,233 |
| AUM (Assets Under Management) | $ 405,220,178 |
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.
