Joseph Paul Gibbons
Investment adviser representative at Osaic Advisory Services, LLC
34 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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
34 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Gibbons Business SolutionsJan 2001 to now
- Gibbons & Gibbons PcJan 1992 to now
- Arbor Point AdvisorsSep 2020 to Nov 2024
- Securities America, Inc.Sep 2020 to Jun 2024
- Ssn Advisory, IncFeb 2017 to Sep 2020
- Securities Service NetworkDec 2016 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6579333
- Firm CRD
- 171070