Joseph Patrick Kerrigan
Investment adviser representative at Wellth Advisory Services, LLC
8 yearsExperience
1 stateRegistered in
$26.7BFirm 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 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
8 years in the industry.
- Wellth Advisory Services, LLCJul 2024 to now
- Global Retirement PartnersJun 2024 to Jun 2024
- LPL Financial LLCJul 2023 to Oct 2024
- MML Investor Services, LLCNov 2021 to Jul 2023
- Massmutual Life Insurance CompanyOct 2021 to Jul 2023
- Thirsty ParrotJul 2021 to Oct 2021
- Morgan StanleyJan 2021 to Jul 2021
- Capital AnalystsNov 2020 to Dec 2020
- Lincoln InvestmentSep 2020 to Dec 2020
- UnemployedMay 2020 to Sep 2020
- Ellsworth AdvisorsMay 2019 to Aug 2019
- Thirsty ParrotMay 2018 to Aug 2019
- The Ohio State UniversityAug 2016 to May 2020
- Fox Meadow Country ClubMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
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
- 7292590
- Firm CRD
- 330537