Joseph David Wilcox
Investment adviser representative at Ascensus Investment Advisors, LLC
23 yearsExperience
1 stateRegistered in
$13BFirm assets
24 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Ascensus Investment Advisors, LLCOct 2019 to now
- AscensusApr 2019 to now
- Rowman & Little Field PublishingAug 2003 to now
- JP Morgan Securities LLCNov 2017 to Apr 2019
- JPMorgan Chase BankNov 2017 to Apr 2019
- HealthmarketsAug 2017 to Nov 2017
- UnemployedApr 2017 to Aug 2017
- Kettle-a-gogo LLC.Oct 2016 to Apr 2021
- Citizens BankMay 2016 to Mar 2017
- Citizens Securities, Inc.May 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MA).
Ascensus Investment Advisors, LLC
$13BAssets managed
27Clients
43Advisers
24 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
- 4794110
- Firm CRD
- 120632