JR
Joseph Runnels
STILLWATER WEALTH MANAGEMENT GROUP LLC
Juno Beach, FL 33408
Some features on this profile are disabled
CRD#: 4629125
JR
Professional summary
Joseph Runnels is a registered financial advisor currently at STILLWATER WEALTH MANAGEMENT GROUP LLC located in Juno Beach, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joseph has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
Runnels Group LLC, Real Estate Holding Company, Member, 101 Laurel Oak Dr, Aiken, SC 29803, 2017-Present, 0 Hours, Invested Capital Enhanced Investment Technologies, LLC. 250 S. Australian Ave., Suite 1700, West Palm Beach, FL 33401. This is an advisory-related business. Mr. Runnels holds no title at Enhanced Investment Technologies, LLC. No duties related to the position. It is possible that Mr. Runnels will receive profit-sharing compensation from Enhanced Investment Technologies, LLC at their discretion. Relationship began in 1998. Zero hours devoted to this business. Mr. Runnels retained 1/5th of 1% ownership in this firm when he separated from them in November 2024. The firms are otherwise unaffiliated.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Runnels'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®
NoneExperience
Current
June 5, 2024 - Present
STILLWATER WEALTH MANAGEMENT GROUP LLC
Office #1: 790 Juno Ocean Walk Suite 202c, Juno Beach, FL 33408RIA
CRD#: 309796
Juno Beach, FL
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".
SW
STILLWATER WEALTH MANAGEMENT GROUP LLC
STILLWATER WEALTH MANAGEMENT GROUP LLC | STILLWATER WEALTH MANAGEMENT LLC
CRD#: 309796 / SEC#: 801-127481
RIA
Registered Investment Advisory firm - (3/17/2023 Approved)Florida
Registered Investment Advisory firm - (11/27/2023 Terminated)North Carolina
Registered Investment Advisory firm - (3/31/2023 Terminated)Texas
Registered Investment Advisory firm - (3/28/2023 Terminated)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
Florida(6/10/2024)
IAR
North Carolina(6/5/2024)
IAR
Texas(6/5/2024)
Exams
Current Firm
SW
STILLWATER WEALTH MANAGEMENT GROUP LLC
STILLWATER WEALTH MANAGEMENT GROUP LLC | STILLWATER WEALTH MANAGEMENT LLC
CRD#: 309796 / SEC#: 801-127481
RIA
Registered Investment Advisory firm - (3/17/2023 Approved)Florida
Registered Investment Advisory firm - (11/27/2023 Terminated)North Carolina
Registered Investment Advisory firm - (3/31/2023 Terminated)Texas
Registered Investment Advisory firm - (3/28/2023 Terminated)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
790 Juno Ocean Walk Suite 202c, Juno Beach, FL 33408
Mailing Address
Phone number
(561) 214-4125
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 379 |
| AUM (Assets Under Management) | $ 162,893,550 |
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.
