Joseph Michael Alcon
Investment adviser representative at Knights of Columbus Asset Advisors LLC
20 yearsExperience
1 stateRegistered in
$30.5BFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Knights of Columbus Asset Advisors LLCSep 2026 to now
- Knights of ColumbusJun 2026 to now
- Secure Investment ManagementMar 2025 to now
- Purshe Kaplan Sterling InvestmentsOct 2022 to Mar 2025
- Keystone Wealth Services dba Keystone Private WealthJul 2022 to Mar 2025
- Joseph Alcon Insurance AgencyJan 2021 to Sep 2022
- Farmer's InsuranceOct 2020 to Jan 2021
- UnemployedJul 2020 to Jan 2021
- Fidleity InvestmentsNov 2006 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Knights of Columbus Asset Advisors LLC
$30.5BAssets managed
6,094Clients
234Advisers
11 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
- 3226427
- Firm CRD
- 174129