Joseph Jordan Migdol
Investment adviser representative at Total Wealth Services, LLC
12 yearsExperience
1 stateRegistered in
$186.1MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Total Wealth Services, LLCApr 2025 to now
- CitibankMar 2023 to Apr 2025
- JP Morgan Securities LLCAug 2020 to Mar 2023
- JP Morgan Securities LLCAug 2017 to Jul 2020
- JPMorgan Chase Bank, N.AMar 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Total Wealth Services, LLC
$186.1MAssets managed
162Clients
7Advisers
2 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
- 6187602
- Firm CRD
- 331833