TJ
Teresa R. Joelson
CHRISTIAN FINANCIAL ADVISORS
NEW BRAUNFELS, TX 78132
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CRD#: 6692942
TJ
Professional summary
Teresa Rose Joelson, who also goes by Teresa Joelson, is a registered financial advisor currently at CHRISTIAN FINANCIAL ADVISORS located in New Braunfels, Texas.
Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Teresa has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Teresa Joelson
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 Teresa Rose Joelson'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
April 12, 2018 - Present
CHRISTIAN FINANCIAL ADVISORS
Office #1: 130 River Chase Way Suite B, New Braunfels, TX 78132RIA
CRD#: 165811
NEW BRAUNFELS, TX
Past
December 2, 2016 - April 2, 2018
MASLOW WEALTH ADVISORS
RIA
CRD#: 107722
AUSTIN, TX
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".
CF
CHRISTIAN FINANCIAL ADVISORS
CHRISTIAN FINANCIAL ADVISORS | ROBERT N. BARBER D/B/A CHRISTIAN INVESTMENT ADVISORS | ROBERT N. BARBER | CIS WEALTH MANAGEMENT GROUP | CHRISTIAN INVESTMENT ADVISORS, INC. | CHRISTIAN INVESTMENT ADVISORS
CRD#: 165811 / SEC#: 801-120305
RIA
Registered Investment Advisory firm - (2/10/2021 Approved)California
Registered Investment Advisory firm - (3/13/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Maryland
Registered Investment Advisory firm - (5/1/2020 Terminated)Texas
Registered Investment Advisory firm - (2/11/2021 Terminated)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(4/12/2018)
Current Firm
CF
CHRISTIAN FINANCIAL ADVISORS
CHRISTIAN FINANCIAL ADVISORS | ROBERT N. BARBER D/B/A CHRISTIAN INVESTMENT ADVISORS | ROBERT N. BARBER | CIS WEALTH MANAGEMENT GROUP | CHRISTIAN INVESTMENT ADVISORS, INC. | CHRISTIAN INVESTMENT ADVISORS
CRD#: 165811 / SEC#: 801-120305
RIA
Registered Investment Advisory firm - (2/10/2021 Approved)California
Registered Investment Advisory firm - (3/13/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Maryland
Registered Investment Advisory firm - (5/1/2020 Terminated)Texas
Registered Investment Advisory firm - (2/11/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 River Chase Way Suite B, New Braunfels, TX 78132
Mailing Address
Phone number
(830) 609-6986
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 901 |
| AUM (Assets Under Management) | $ 187,693,592 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
