Joseph W Bedford
Investment adviser representative at Sovereign Financial Group, Inc.
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Sovereign Financial Group, Inc.Jan 2026 to now
- Sovereign Financial Group, Inc. dba Your Back Office AccountingDec 2025 to now
- Strategic Resource AllianceAug 2023 to now
- Your Back Office AccountingJan 2020 to now
- Intuit Inc.Jan 2020 to Jan 2025
- Pellissippi State Community CollegeFeb 2019 to Jan 2020
- Hausfrau HousecleaningDec 2015 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sovereign Financial Group, Inc.
$1.1BAssets managed
1,312Clients
22Advisers
7 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
- 5028646
- Firm CRD
- 294314