# JEFFREY JOSEPH

JEFFREY JOSEPH is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with JEFFREY JOSEPH MANAGEMENT, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [JEFFREY JOSEPH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/329679) | 2024-01-22 | present | Yes |
| [ALPHA CUBED INVESTMENTS, LLC](https://search.stillhousedata.com/firm/159347) | 2016-11-28 | 2023-12-07 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2008-07-31 | 2016-10-18 | — |
| [GENWORTH FINANCIAL ASSET MANAGEMENT, INC](https://search.stillhousedata.com/firm/105771) | 2006-11-27 | 2008-07-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2767367)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2767367.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.