Joseph Alan Koehler is an investment adviser representative (IAR) with state registration records since 2008, appearing at 8 firms. Currently registered with CIBC PRIVATE WEALTH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CIBC PRIVATE WEALTH ADVISORS, INC. | 2025-05-14 | present | Yes |
| LIDO ADVISORS, LLC | 2018-10-05 | 2019-07-19 | — |
| ANCHOR BAY CAPITAL, INC. | 2013-10-29 | 2013-12-17 | — |
| LPL FINANCIAL LLC | 2012-12-19 | 2013-09-04 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2012-12-18 | — |
| CHASE INVESTMENT SERVICES CORP. | 2011-03-09 | 2012-10-01 | — |
| LUCIA CAPITAL GROUP | 2010-04-13 | 2010-11-30 | — |
| RAYMOND J. LUCIA COMPANIES, INC. | 2008-05-23 | 2010-10-21 | — |