Joseph J. Sessions

THE PLANNING CENTER

FRESNO, CA 93720

Some features on this profile are disabled

CRD#: 4492591

Professional summary

Joseph Jeffry Sessions, CFP®, who also goes by Joseph J Session, J. J. Sessions, Joseph J Sessions, is a registered financial advisor currently at THE PLANNING CENTER, INC. located in Fresno, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Joseph has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph J Session | J. J. Sessions | Joseph J Sessions

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) - RIA

Click below to view Joseph Jeffry Sessions's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 28, 2014 - Present

THE PLANNING CENTER, INC.

Office #1: 7055 N. Maple Avenue Suite 108, Fresno, CA 93720Office #2: 1650 West End Boulevard, St. Louis Park, MN 55416

RIA

CRD#: 118994

FRESNO, CA

Past

February 2, 2005 - January 21, 2011

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

MAPLE GROVE, MN

Past

June 10, 2004 - January 20, 2005

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

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".

THE PLANNING CENTER, INC.

THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.

CRD#: 118994 / SEC#: 801-61051

RIA

Registered Investment Advisory firm - (4/12/2002 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

California
(11/30/2018)

IAR

Minnesota
(8/28/2014)

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

State Security Law Exam

IAR

Series 65

Date: 7/18/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/16/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/9/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE PLANNING CENTER, INC.

THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.

CRD#: 118994 / SEC#: 801-61051

RIA

Registered Investment Advisory firm - (4/12/2002 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1615 5th Avenue, Moline, IL 61265

Mailing Address

Phone number

(309) 797-4030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	3,335
AUM (Assets Under Management)	$ 1,186,883,573

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.

Similar Advisors

Lucas Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Woodland, CA

Julie Danapilis

THRIVENT INVESTMENT MANAGEMENT INC.

MINNEAPOLIS, MN

Jesse Woods

OSAIC WEALTH, INC.

IAR

MERIDIAN, ID

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph J. Sessions

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Jeffry Sessions's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PLANNING CENTER, INC.

CAPITAL FINANCIAL SERVICES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

THE PLANNING CENTER, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2005

Series 63

Date: 6/16/2004

Series 6

Date: 6/9/2004

Current Firm

THE PLANNING CENTER, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PLANNING CENTER, INC.

TRUST BUT VERIFY

Similar Advisors