John L. Joliat
Professional summary
John Leo Joliat, who also goes by Jack L. Joliat, is a registered financial advisor currently at BRANCH CAPITAL MANAGEMENT located in Holland, Michigan.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Leo Joliat's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2015 - Present
BRANCH CAPITAL MANAGEMENT
Office #1: 17 W. 10th Street Suite 160, Holland, MI 49423September 19, 2012 - December 31, 2015
BRANCH CAPITAL MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/4/2015)
Current Firm
BRANCH CAPITAL MANAGEMENT
CRD#: 281681 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 67,173,435 |
Red Flags
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Company Information
BRANCH CAPITAL MANAGEMENT
CRD#: 281681Holland, MI 49423TRUST BUT VERIFY
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