JB
Joseph F. Blair
ALLSPRING FUNDS MANAGEMENT
Boston, MA 02210
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CRD#: 5324527
JB
Professional summary
Joseph Frederick Blair, who also goes by Joseph F Blair, Joseph Blair, is a registered financial advisor currently at ALLSPRING FUNDS MANAGEMENT, LLC located in Boston, Massachusetts and ALLSPRING FUNDS DISTRIBUTOR, LLC located in Boston, Massachusetts.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Joseph has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph F Blair | Joseph Blair
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.
Owner of Rental property since June 2011. The three-family home is located at 337 Pearl Street, Manchester, NH 03104. Devotes approximately 2 to 5 hours per month to this business, outside of securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Frederick Blair'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
March 8, 2023 - Present
ALLSPRING FUNDS MANAGEMENT, LLC
Office #1: 101 Seaport Blvd 11th Floor, Boston, MA, 02210RIA
CRD#: 110841
Boston, MA
Current
March 8, 2023 - Present
ALLSPRING FUNDS DISTRIBUTOR, LLC
Office #1: 101 Seaport Blvd 11th Floor, Boston, MA 02210BD
CRD#: 133366
Boston, MA
Past
February 3, 2020 - February 21, 2023
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
manchester, NH
Past
January 16, 2020 - February 21, 2023
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
October 30, 2015 - November 8, 2017
TD PRIVATE CLIENT WEALTH LLC
RIA
CRD#: 164484
CONCORD, NH
Past
October 30, 2015 - November 8, 2017
TD PRIVATE CLIENT WEALTH LLC
BD
CRD#: 164484
CONCORD, NH
Past
February 8, 2008 - October 23, 2015
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MERRIMACK, NH
Past
July 23, 2007 - October 22, 2015
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
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".
AF
ALLSPRING FUNDS MANAGEMENT, LLC
ALLSPRING FUNDS MANAGEMENT, LLC | WELLS FARGO FUNDS MANAGEMENT, LLC
CRD#: 110841 / SEC#: 801-58237
RIA
Registered Investment Advisory firm - (12/22/2000 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/19/2023)
RR
Alaska(4/24/2023)
RR
Arizona(3/22/2023)
RR
Arkansas(4/20/2023)
RR
California(6/16/2023)
RR
Colorado(3/24/2023)
RR
Connecticut(3/9/2023)
RR
Delaware(6/26/2023)
RR
District of Columbia(3/27/2023)
RR
Florida(3/9/2023)
RR
Georgia(6/20/2023)
RR
Hawaii(4/20/2023)
RR
Idaho(3/9/2023)
RR
Illinois(6/23/2023)
RR
Indiana(6/20/2023)
RR
Iowa(6/20/2023)
RR
Kansas(6/22/2023)
RR
Kentucky(4/26/2023)
RR
Louisiana(3/24/2023)
RR
Maine(3/9/2023)
RR
Maryland(3/13/2023)
RR
Massachusetts(4/11/2023)
RR
Michigan(4/19/2023)
RR
Minnesota(6/16/2023)
RR
Mississippi(4/21/2023)
RR
Missouri(4/20/2023)
RR
Montana(4/21/2023)
RR
Nebraska(6/16/2023)
RR
Nevada(4/20/2023)
IAR
New Hampshire(3/8/2023)
RR
New Hampshire(3/22/2023)
RR
New Jersey(4/5/2023)
RR
New Mexico(6/21/2023)
RR
New York(6/16/2023)
RR
North Carolina(6/16/2023)
RR
North Dakota(6/19/2023)
RR
Ohio(3/8/2023)
RR
Oklahoma(4/20/2023)
RR
Oregon(4/21/2023)
RR
Pennsylvania(4/21/2023)
RR
Puerto Rico(4/4/2023)
RR
Rhode Island(4/21/2023)
RR
South Carolina(4/21/2023)
RR
South Dakota(4/20/2023)
RR
Tennessee(6/20/2023)
RR
Texas(4/20/2023)
RR
Utah(4/24/2023)
RR
Vermont(4/21/2023)
RR
Virgin Islands(6/21/2023)
RR
Virginia(4/13/2023)
RR
Washington(6/16/2023)
RR
West Virginia(3/30/2023)
RR
Wisconsin(6/21/2023)
RR
Wyoming(6/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ALLSPRING FUNDS MANAGEMENT, LLC
ALLSPRING FUNDS MANAGEMENT, LLC | WELLS FARGO FUNDS MANAGEMENT, LLC
CRD#: 110841 / SEC#: 801-58237
RIA
Registered Investment Advisory firm - (12/22/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1415 Vantage Park Drive 3rd Floor, Charlotte, NC 28203
Mailing Address
Phone number
(833) 568-4255
Established
Firm type
Fiscal year end
# of Employees
519
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,065 |
| AUM (Assets Under Management) | $ 318,037,012,784 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLSPRING FUNDS MANAGEMENT, LLC
CRD#: 110841Boston, MA 02210TRUST BUT VERIFY
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