Joel Perl
Investment adviser representative at Guardian Wealth Partners, LLC
10 yearsExperience
2 statesRegistered in
$191.4MFirm assets
6 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
Experience
10 years in the industry.
- Guardian Wealth Partners, LLCJul 2026 to now
- Guardian Life Insurance CompanyJul 2026 to now
- UnemployedJun 2025 to Jun 2026
- Grill On LeeJun 2024 to Jun 2025
- StudentJun 2016 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Guardian Wealth Partners, LLC
$191.4MAssets managed
402Clients
16Advisers
6 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
- 8300714
- Firm CRD
- 310203