Joseph Emme
Investment adviser representative at Merit Financial Advisors
15 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 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 feeOther
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
15 years in the industry.
- Purshe Kaplan Sterling InvestmentsSep 2026 to now
- Merit Financial AdvisorsAug 2026 to now
- Commonwealth Financial NetworkJun 2021 to Aug 2026
- The Pinnacle Financial GroupJun 2021 to Aug 2026
- Magnetar CapitolMay 2019 to Jul 2019
- SchoolAug 2011 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 7391746
- Firm CRD
- 142457