THE JOSEPH GROUP LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 165311). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Matthew David Palmer | CHAIRMAN/MEMBER | — |
| Robert Travis Upton | CEO/MEMBER | — |
| Bruce Scott Mizer | PRESIDENT/MEMBER; PRESIDENT/MEMBER & CCO | — |
| Todd Daniel Walter | CHIEF WEALTH PLANNING OFFICER/MEMBER | — |
| Jodi Picetti | DIRECTOR OF CLIENT SERVICES/CCO | — |
| PALMER MARK JOSEPH | CEO; CEO & CCO; CEO/CCO (+4 more) | — |
| PALMER MATTHEW DAVID | CEO; CHAIRMAN; CHAIRMAN/MEMBER (+4 more) | — |
| UPTON ROBERT TRAVIS | CEO/MEMBER; CIO/MEMBER; COO (+1 more) | — |
| MIZER BRUCE SCOTT | COO; COO & CCO; PRESIDENT & CCO (+1 more) | — |
| WALTER TODD DANIEL | CHIEF WEALTH PLANNING OFFICER; CHIEF WEALTH PLANNING OFFICER/MEMBER; DIRECTOR, ADVISORY SERVICES | — |
| Alexander David Durbin | CHIEF INVESTMENT OFFICER | — |