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Joseph H Johnson

Investment adviser representative at Arkadios Wealth Advisors
10 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 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

Experience

10 years in the industry.

  1. Arkadios Wealth AdvisorsAug 2025 to now
  2. Arkadios CapitalAug 2025 to now
  3. Morgan StanleySep 2021 to Aug 2025
  4. Morgan Stanley Private Bank, N.ASep 2021 to Aug 2025
  5. Northwestern Mutual Investment Services LLCDec 2020 to Aug 2021
  6. Northwestern Mutual Life Insurance CompanyDec 2020 to Aug 2021
  7. UnemployedSep 2020 to Dec 2020
  8. Raymond JamesJan 2020 to Sep 2020
  9. UnemployedJul 2019 to Dec 2019
  10. Always There In Home CareMay 2017 to Jul 2019
  11. UnemployedMay 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (AL).

Arkadios Wealth Advisors

Legal name: Arkadios Wealth Advisors LLC

$8.8BAssets managed
14,886Clients
223Advisers
9 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
7216455
Firm CRD
288863
Advisor's SEC record (opens in a new tab)
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