JM
Joseph Merkle
from Connectus Wealth
Joseph Merkle is a financial advisor based in Maryland, Hunt Valley,
with 11 years of experience. Joseph currently works for
Connectus Wealth.
Joseph maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Merkle works at Connectus Wealth
Connectus Wealth is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $7,558,090,245 of assets under management and employs about 89 people. Connectus Wealth uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates, ftcs and frs.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, fixed fees and revenue sharing with our affiliates, ftcs and frs
Office location
20 Wight Ave, #155, Hunt Valley, Maryland, 21030
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