Joseph A. Vedell

XWEALTH

NEWPORT BEACH, CA 92658

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CRD#: 7310482

Professional summary

Joseph Alexander Vedell is a registered financial advisor currently at XWEALTH located in Newport Beach, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joseph has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Joseph Alexander Vedell is a licensed life and health insurance independent agent. I sell term life insurance and group health insurance plans. I receive commissions from the insurers whom which hold the policies I sell. Joseph Alexander Vedell is an owner of a strategic consulting and partnership company, VikingX Capital LLC. He will not offer clients advice or products from this outside business activity and therefore, no conflicts of interest exist.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Alexander Vedell'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®

None

Experience

Current

April 4, 2025 - Present

XWEALTH

Office #1: 1133 Camelback St. #7334, Newport Beach, CA 92658

RIA

CRD#: 335260

NEWPORT BEACH, CA

Past

May 18, 2023 - May 1, 2025

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

Lake Forest, CA

Past

February 14, 2023 - May 1, 2025

CENTAURUS FINANCIAL, INC.

CRD#: 30833

Lake Forest, CA

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

California
(4/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/18/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/14/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/15/2022

Securities Industry Essentials Examination

Current Firm

XWEALTH

XWEALTH | XWEALTH LLC

CRD#: 335260 / SEC#:

California

Registered Investment Advisory firm - (4/4/2025 Approved)

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Contact information

Main Address

1133 Camelback St. #7334, Newport Beach, CA 92658

Mailing Address

Phone number

(714) 944-7587

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph A. Vedell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Alexander Vedell's CRS (Customer Relationship Summary).

Certified licenses

Experience

XWEALTH

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/2023

Series 7TO

Date: 2/14/2023

SIE

Date: 9/15/2022

Current Firm

XWEALTH

Contact information

Documents

Red Flags

Company Information

XWEALTH

TRUST BUT VERIFY

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