Joseph James Faux
Investment adviser representative at Merit Financial Advisors
27 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Pks InvestmentsAug 2024 to now
- Merit Financial AdvisorsMay 2023 to now
- LPL Financial LLCMay 2023 to Aug 2024
- Cambridge Investment Research Advisors, Inc.Jul 2020 to May 2023
- Cambridge Investment Research, Inc.Jul 2020 to May 2023
- Voya Financial AdvisorsSep 2014 to Jul 2020
- The Comprehensive Financial GroupMay 1999 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 3245953
- Firm CRD
- 142457