Joseph J Mooney
Investment adviser representative at Geowealth Management LLC
15 yearsExperience
2 statesRegistered in
$17.6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Geowealth Management LLCAug 2025 to now
- Portsmouth Financial ServicesJan 2021 to Dec 2022
- Freedom Lnvestment Management, Inc.Dec 2016 to Jul 2025
- Assetmark Brokerage, LLCAug 2014 to Nov 2016
- Centurion Capital Group, Inc.Sep 2013 to Nov 2016
- Capital Brokerage CorporationFeb 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Geowealth Management LLC
$17.6BAssets managed
51,018Clients
19Advisers
16 yearsIn 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
- 2916072
- Firm CRD
- 148222