Joseph Carl Blackwell
Investment adviser representative at Waterloo Capital
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Waterloo CapitalJan 2026 to now
- Rudys Country Store and BbqNov 2022 to now
- UnemployedMay 2022 to Oct 2022
- Little Guys MoversApr 2022 to Jul 2022
- Mclennan Community CollegeAug 2019 to Apr 2022
- Austin CollegeAug 2018 to May 2019
- Vanguard College Preparatory SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 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
- 8315305
- Firm CRD
- 133705