Joseph A Metcalf
Investment adviser representative at Vestia Personal Wealth Advisors
19 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 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
- Seminars and workshops
Experience
19 years in the industry.
- Vestia Personal Wealth AdvisorsJun 2020 to now
- UnemployedDec 2019 to May 2020
- Mosaic Family Wealth LLCAug 2019 to Nov 2019
- UnemployedFeb 2019 to Jul 2019
- Buckingham Asset Management, LLCApr 2017 to Jan 2019
- Edward JonesJul 2007 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MO).
Vestia Personal Wealth Advisors
Legal name: Vestia Advisors, LLC
$1.1BAssets managed
3,987Clients
22Advisers
8 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
- 5056429
- Firm CRD
- 290565