Joseph Patrick Jandreau
Investment adviser representative at Investmark Advisory Group LLC
22 yearsExperience
2 statesRegistered in
CFADesignation
$929.7MFirm 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.
- Investmark Advisory Group LLCJan 2017 to now
- Commonwealth Financial NetworkApr 2004 to now
- Investmark Advisory Services, Inc.Apr 2004 to Dec 2016
- Investmark Financial Services, Inc.Feb 2004 to Jan 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CT, SC).
Investmark Advisory Group LLC
$929.7MAssets managed
690Clients
11Advisers
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
- 4748663
- Firm CRD
- 121060