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JB

Joanna L. Bambo

ENDEAVOR PRIVATE WEALTH
TOPEKA, KS 66614
Some features on this profile are disabled
CRD#: 8093426
JB
Joanna Louise BamboENDEAVOR PRIVATE WEALTH

Professional summary

Joanna Louise Bambo, who also goes by Joanna Louise Kubie, is a registered financial advisor currently at ENDEAVOR PRIVATE WEALTH, INC. located in Topeka, Kansas.

Joanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joanna has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Joanna Louise Kubie

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joanna Louise Bambo's CRS (Customer Relationship Summary).
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

July 22, 2026 - Present

ENDEAVOR PRIVATE WEALTH, INC.

Office #1: 2951 Sw Woodside Dr., Topeka, KS 66614
RIA
CRD#: 313053
TOPEKA, KS
Past

November 6, 2025 - July 15, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Topeka, KS
Past

September 29, 2025 - July 15, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Topeka, KS

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".
EP
ENDEAVOR PRIVATE WEALTH, INC.
ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA
Registered Investment Advisory firm - (4/5/2021 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
Kansas
(7/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/3/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/29/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/22/2025
Securities Industry Essentials Examination

Current Firm

EP
ENDEAVOR PRIVATE WEALTH, INC.
ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA
Registered Investment Advisory firm - (4/5/2021 Approved)
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Contact information

Main Address
Townsite Plaza 3 120 Se 6th Ave Suite 110, Topeka, KS, 66603
Mailing Address
Phone number
(785) 329-2510
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENDEAVOR PRIVATE WEALTH FORM ADV PART 2A BROCHURE (12/9/2025)
ENDEAVOR PRIVATE WEALTH WRAP BROCHURE (12/9/2025)

Regulatory assets under management

Total Number of Accounts1,679
AUM (Assets Under Management)$ 352,817,232

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.

Company Information

ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053Topeka, KS 66614

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