JC
Joseph W. Christianson
ASSUREDPARTNERS INVESTMENT ADVISORS
Houston, TX 77024
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CRD#: 6102763
JC
Professional summary
Joseph William Christianson, who also goes by Joe Christianson, Joseph William Christianson, Joseph Christianson, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Houston, Texas.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joseph has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Christianson | Joseph William Christianson | Joseph Christianson
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.
Business Name: First Harbor Investment Related: Yes Address: 9525 Katy Freeway, Suite 210 Houston TX 77024 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Lead Service Advisor Start Date: 10/29/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Management and service of all retirement plan accounts; Running and presenting investment reviews; Participant education; Conduct trustee meetings with clients; Onboarding of new clients; General securities servicing, Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 10/29/2018 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Investment Advisor Representative Business Name: ASSUREDPARTNERS POSITION: Lead Service Advisor NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2021 ADDRESS: 9525 Katy Freeway, Suite 210, Houston TX 77024 DESCRIPTION: Management and service of all retirement plan accounts; Running and presenting investment reviews; Participant education; Conduct trustee meetings with clients; Onboarding of new clients; General securities servicing, Business Name: MENDED HEARTS CHAPTER 362 POSITION: Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2023 ADDRESS: 1579 US Highway 19, Leesburg GA 31763 DESCRIPTION: Attend one hour chapter meetings once per month after work hours.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph William Christianson'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
February 23, 2024 - Present
ASSUREDPARTNERS INVESTMENT ADVISORS
Office #1: 840 Gessner Rd Suite 700, Houston, TX 77024RIA
CRD#: 309550
Houston, TX
Past
December 3, 2018 - February 27, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Houston, TX
Past
December 3, 2018 - February 27, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Houston, TX
Past
March 21, 2017 - December 17, 2018
RIDGEBACK SECURITIES, LTD
BD
CRD#: 120448
HOUSTON, TX
Past
May 7, 2014 - January 13, 2017
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
THE WOODLANDS, TX
Past
May 7, 2014 - January 13, 2017
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
THE WOODLANDS, TX
Past
February 25, 2014 - May 2, 2014
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
ATLANTA, GA
Past
February 25, 2014 - May 2, 2014
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
HOUSTON, TX
Past
November 13, 2012 - February 24, 2014
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
HOUSTON, TX
Past
September 21, 2012 - February 24, 2014
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
PRINCETON, NJ
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".
AI
ASSUREDPARTNERS INVESTMENT ADVISORS
ASSUREDPARTNERS | STAFFORD CONSULTING | SECURUS FINANCIAL SERVICES | MURRAY WEALTH MANAGEMENT | LIGHTHOUSE FINANCIAL | IRON CAPITAL ADVISORS | FSM WEALTH | FORTUNE 360 GROUP | CHESME CAPITAL MANAGEMENT | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
RIA
Registered Investment Advisory firm - (12/10/2019 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.Highlighted states indicate IAR registrations
IAR
Texas(2/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ASSUREDPARTNERS INVESTMENT ADVISORS
ASSUREDPARTNERS | STAFFORD CONSULTING | SECURUS FINANCIAL SERVICES | MURRAY WEALTH MANAGEMENT | LIGHTHOUSE FINANCIAL | IRON CAPITAL ADVISORS | FSM WEALTH | FORTUNE 360 GROUP | CHESME CAPITAL MANAGEMENT | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
RIA
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Contact information
Main Address
4600 W. Cypress Street Suite 405, Tampa, FL 33607
Mailing Address
Phone number
(407) 708-0050
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,759 |
| AUM (Assets Under Management) | $ 3,251,947,155 |
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.
