Joseph McCarthy is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with GLASS JACOBSON WEALTH ADVISORS, MERCER GLOBAL ADVISORS INC..
| Firm | From | To | Current |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | 2025-12-22 | present | Yes |
| GLASS JACOBSON WEALTH ADVISORS | 2023-06-09 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2020-05-29 | 2023-05-22 | — |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2018-11-01 | 2019-05-23 | — |
| EDELMAN FINANCIAL SERVICES, LLC | 2016-10-17 | 2018-11-01 | — |
| WMS ADVISORS, LLC | 2016-04-14 | 2016-10-13 | — |