Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
421 Seventh Avenue Suite 1, New York, NY 10001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | New York | NY | 11/1999 | 09/2025 |
| Avantax Advisory Services | New York | NY | 02/2000 | 09/2025 |
| Joseph P. Beck Cpa, Llc | New York | NY | 02/2004 | Present |
| Joseph P. Beck | New York | NY | 02/2004 | Present |
| Avantax Insurance Agency, Llc | New York | NY | 01/2002 | 09/2025 |
| Jpb Financial, Llc | New York | NY | 02/2004 | Present |
| Cetera Wealth Services, Llc | New York | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JPB Properties, LLC~421 Seventh Avenue, Suite 500~New York~NY~10001-2002~Rental Property Owner/Management~Owner/Sole Proprietor~2/18/2004~60hrs~30hrs~All duties involved in managing a rental property. 2) Joseph P. Beck CPA, LLC~421 Seventh Avenue, Suite 500~New York~NY~10001-2002~Tax Preparation/Accounting~Owner/Sole Proprietor~2/12/2004~120hrs~80hrs~Managing a tax preparation and accounting firm, including producing revenue. 3) Joseph P. Beck CPA, LLC~421 Seventh Avenue~New York~NY~10001~Board Position/Officer~Independent Contractor~3/2/2020~1hrs~1hrs~Client is an ESOP. Currently has one director, the founder of the company. Legal counsel advised the founder to add two more directors to the board. I will provide advice related to long-range planning of the company. 4) JPB FINANCIAL, LLC POSITION: Managing Partner NATURE: Independent Advisor using the Avantax Broker Dealer platform to provide services to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/03/2004 ADDRESS: 421 Seventh Ave, STE 1110, New York NY 10001, United States DESCRIPTION: 1. Hiring and Managing Employees2. Managing Office/Business3. Client prospecting / acquisition4. Meetings / Reviews for financial planning5. Investment management DESCRIPTION: Evaluate client need for insurance products and recommend appropriate options as needed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-02 |
Reach out to this advisor