JOEL JEFFSON is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2016-06-29 | 2018-07-13 | — |
| INVESTMENT PROFESSIONALS, INC. | 2016-02-16 | 2016-05-17 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-11-26 | 2016-02-16 | — |