Joseph Irvin
Investment adviser representative at Zions Capital Advisors, Inc.
11 yearsExperience
8 statesRegistered in
CFADesignation
$830.8MFirm assets
Are you Joseph Irvin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Zions Capital Advisors, Inc.Aug 2024 to now
- Zions Direct, Inc.Aug 2024 to now
- Zions Bancorporation, N.A.Jan 2023 to now
- Wells Fargo Clearing ServicesAug 2021 to Jan 2023
- Aston CarterDec 2020 to Aug 2021
- UnemployedApr 2020 to Dec 2020
- Morgan StanleyNov 2019 to Apr 2020
- EteamApr 2019 to Nov 2019
- Mountain West AdvisorsJan 2019 to Apr 2019
- UnemployedNov 2018 to Jan 2019
- Fidelity Brokerage Services LLCSep 2015 to Nov 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, CO, ID, NV, TX, UT, WA).
Zions Capital Advisors, Inc.
$830.8MAssets managed
45Clients
14Advisers
22 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
- 6383972
- Firm CRD
- 131308