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Joseph Cornelius Godsey

Investment adviser representative at Sovran Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.9BFirm 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
  • Pension consulting

Experience

11 years in the industry.

  1. Sovran Advisors, LLCSep 2026 to now
  2. Cetera Wealth Services, LLCSep 2026 to now
  3. Trustee RoleAug 2023 to now
  4. MML Investors Services, LLCFeb 2018 to Sep 2026
  5. Self-employedMay 2017 to Dec 2017
  6. Massmutual Life Insurance CompanyAug 2015 to Sep 2026
  7. Miracle Mile Advisors, LLCAug 2015 to May 2017

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 1 state (CA).

Sovran Advisors, LLC

$1.9BAssets managed
4,018Clients
70Advisers
2 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
3214365
Firm CRD
329415
Advisor's SEC record (opens in a new tab)
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