Joseph Andrew Ventura
Investment adviser representative at Eden Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$27.8MFirm assets
Under 1 yearFirm in business
Are you Joseph Andrew Ventura? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Eden Advisory Services, LLCJan 2022 to now
- Cfd Investments IncJan 2013 to now
- Creative Financial Designs IncJan 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Eden Advisory Services, LLC
$27.8MAssets managed
177Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1449623
- Firm CRD
- 277083