JW
Joseph D. Webster
AVANTAX PLANNING PARTNERS
Baytown, TX 77521
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CRD#: 7255486
JW
Professional summary
Joseph Daniel Webster, who also goes by Joseph D Webster, Joseph Webster, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Baytown, Texas and CETERA INVESTMENT ADVISERS LLC located in Baytown, Texas.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Joseph has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph D Webster | Joseph Webster
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.
1)BCOR ADMINISTRATIVE SERVICES LLC POSITION: AFPC NATURE: Responsible for assigned household relationships and delivering client service expectations. Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients. Effectively communicate financial concepts to clients and make suitable recommendations. Assist or conduct client meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 2707 W Baker Rd, Baytown TX 77521-2221, United States DESCRIPTION: Responsible for assigned household relationships and delivering client service expectations. Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients. Effectively communicate financial concepts to clients and make suitable recommendations. Assist or conduct client meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Daniel Webster'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
January 5, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 2707 W Baker Rd, Baytown, TX 77521RIA
CRD#: 106237
Baytown, TX
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2707 W Baker Rd, Baytown, TX 77521RIA
CRD#: 105644
Baytown, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2707 W Baker Rd, Baytown, TX 77521BD
CRD#: 13572
BAYTOWN, TX
Past
February 9, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Baytown, TX
Past
October 27, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BAYTOWN, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Dakota(9/18/2025)
IAR
Texas(1/5/2024)
RR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/27/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
