Tresten Dzatsinna Joseph
Investment adviser representative at Sovereign Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
$3.3BFirm assets
11 yearsFirm in business
Are you Tresten Dzatsinna Joseph? 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
- Pension consulting
Experience
10 years in the industry.
- Sovereign Investment Advisors, LLCAug 2019 to now
- University of OregonSep 2017 to Jul 2019
- Fred MeyersJun 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Sovereign Investment Advisors LLC
$3.3BAssets managed
41Clients
6Advisers
11 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
- 7257463
- Firm CRD
- 149040