Joel Beauchamp
Investment adviser representative at Columbia Management Investment Advisers, LLC
20 yearsExperience
11 statesRegistered in
$502.4BFirm assets
40 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Columbia Management Investment Advisers, LLCJan 2025 to now
- Columbia Management Investment Distributors, Inc.Nov 2024 to now
- UnemployedOct 2023 to Nov 2024
- Ethic Inc.Nov 2020 to Oct 2023
- Fidelity InvestmentsJan 2006 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 11 states (CT, DE, MA, MD, ME, NH, NJ, NY, PA, RI, VT).
Columbia Management Investment Advisers, LLC
$502.4BAssets managed
4,251Clients
201Advisers
40 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
- 5473221
- Firm CRD
- 108257