James Edward Joseph
Investment adviser representative at Fsa Wealth Partners
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.7MFirm assets
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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
Experience
22 years in the industry.
- Fsa Wealth PartnersNov 2004 to now
- Financial Services Advisory, Inc.Oct 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Fsa Wealth Partners
Legal name: Fsa Wealth Partners, Inc.
$819.7MAssets managed
698Clients
8Advisers
43 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
- 2943563
- Firm CRD
- 104513