Joseph Hong
Investment adviser representative at Packerland Brokerage Services, Inc.
23 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.4BFirm 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
- Seminars and workshops
Experience
23 years in the industry.
- Packerland Brokerage Services, Inc.May 2024 to now
- Emp Financial NetworkJul 2023 to now
- Ameritas Advisory Services, LLCAug 2023 to May 2024
- Ameritas Investment Company, LLCAug 2023 to May 2024
- Ameritas Life Insurance CorpAug 2023 to May 2024
- Pruco Securities, LLC.Mar 2022 to Jun 2023
- The Prudential Insurance Company of AmericaMar 2022 to Jun 2023
- UnemployedJan 2022 to Mar 2022
- Pruco Securities, LLCJan 2019 to Jan 2022
- The Prudential Insurance Company of AmericaJan 2019 to Jan 2022
- AXA Advisors, LLCApr 2003 to Jan 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 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
- 4654117
- Firm CRD
- 37031