Joseph Dixon Eskridge Jr
CFP®Professional Summary
Joseph Dixon Eskridge JR, CFP®, who also goes by Joe Eskridge, was a registered financial advisor. Joseph was a previously registered financial professional and started their career in finance 2012 - 2026. Joseph had worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Business Services
- Risk Management & Insurance
- Estate & Legacy Planning
Biography
Joe has built a career in the financial industry gaining experience in mergers and acquisitions and serving as a trust and investment management advisor. Additionally, his role in managing the operating and capital budgets of an insurance and wealth management segment provides valuable experience to the business community. Besides financial planning, Joe’s primary interest includes serving in the leadership of the Kiwanis Club of Lynchburg; additionally, he has volunteered countless hours to community-based projects with...
Other Aliases
Joe Eskridge
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
HSC WEALTH ADVISORS | THE RETIREMENT & ROLLOVER CENTER | MONEYWISE INC | HUFF, STUART & CARLTON | HUFF & STUART
Contact Information
Main Address
1563 Crossings Centre Drive Suite 100, Forest, VA 24551-4744Phone Number
(434) 316-9356# of Employees
10Regulatory Assets Under Management
Total Number of Accounts
1,802AUM (Assets Under Management)
$449,210,824Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | Cover Page | Report |
| 02/28/2025 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Joseph
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Business Services
- Risk Management & Insurance
- Estate & Legacy Planning
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