JM
Joe R. Mesenburg
JR MESENBURG AND ASSOCIATES
COLUMBUS, OH 43235
Some features on this profile are disabled
CRD#: 5387161
JM
Professional summary
Joe Raymond Mesenburg is a registered financial advisor currently at JR MESENBURG AND ASSOCIATES, LLC located in Columbus, Ohio.
Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joe has worked at 1 firm and has passed the Series 63 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joe Raymond Mesenburg'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 12, 2013 - Present
JR MESENBURG AND ASSOCIATES, LLC
Office #1: 96 Northwoods Blvd., Columbus, OH 43235RIA
CRD#: 144645
COLUMBUS, OH
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
Ohio(3/12/2013)
Current Firm
JM
JR MESENBURG AND ASSOCIATES, LLC
JOSEPH RAYMOND MESENBURG | JR MESENBURG AND ASSOCIATES, LLC | JR MESENBURG AND ASSOCIATES
CRD#: 144645 / SEC#: 801-68199
RIA
Registered Investment Advisory firm - (10/10/2012 Terminated)Ohio
Registered Investment Advisory firm - (10/10/2012 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
96 Northwoods Blvd., Columbus, OH 43235
Mailing Address
Phone number
(614) 431-0431
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 118,292,926 |
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.
