Joseph J. Crosson
Professional summary
Joseph Jordan Crosson, who also goes by Joe Jordan Crosson, Joseph Crosson, is a registered financial advisor currently at MAINSTREET ADVISORS located in De Pere, Wisconsin and CAPITAL MARKET ADVISORS, LLC located in De Pere, Wisconsin.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joseph 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 Joseph Jordan Crosson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2025 - Present
MAINSTREET ADVISORS
August 6, 2025 - Present
CAPITAL MARKET ADVISORS, LLC
Primary Firm SEC Registration
MAINSTREET ADVISORS
CRD#: 146615 / SEC#: 801-68930
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/18/2025)
(7/25/2025)
Current Firm
MAINSTREET ADVISORS
CRD#: 146615 / SEC#: 801-68930
Contact information
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,683 |
| AUM (Assets Under Management) | $ 5,409,800,392 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2024 | ||
| 01/26/2024 | ||
| 11/28/2022 |
Red Flags
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