Joel H Yudenfreund

Current Employers

Employment History

• 08/2016 → 01/2022
  Stifel Nicolaus & Co Inc
  Palm Beach, FL
• 01/2022 → 09/2022
  Calton & Associates, Inc.
  Tampa, FL
• 01/2022 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 09/2025 → Present
  Calton & Associates, Inc
  Tampa, FL

Previous Registrations

• 2016-08-04 → 2022-01-31
  Stifel, Nicolaus & Company, Incorporated
  Palm Beach, FL
• 2012-11-14 → 2016-08-09
  U.S. Bancorp Investments, Inc.
  Palm Beach, FL
  Minneapolis, MN
• 2011-03-03 → 2012-03-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  Boca Raton, FL
  New York, NY

Other Businesses

1)The Dream Trust. Not Investment Related. Administering family trust, Trust Protector. 2018-03-06,1 hour per month,0 hours per month during trading hours. Fee Based Compensation, "Flat fee of $21,000." 2)JRA-RMA, LLC, and Anderson Family Trusts. Not Investment Related. Trustee. 2016-05-25. 2 hours per month,0 hours per month during trading hours. Fee Based Compensation. "Help with maintaining LLC, which is owned by various family trusts. Act as a Trustee, which owns LLC interests. Participate in trust distribution decisions and administration of trusts." 3) Susan Bloom Trust and Estate of Susan Bloom: personal representative and trustee; estate and trust administration since 11/2023. Time spent: 2 hours per month, 0 during trading hours; not investment related. 4) Ganaba Dynasty Trust No. 1 and 2: trustee since 2016. Time spent: 1 hour per month, 0 during trading hours; not investment related. 5) Jillian Sackler Estate and Trust: Executor of estate and Trustee of her Trust since 06/2025. Time spent: 10 hours per month, 0 during trading hours; not investment related. 6)Joel Yudenfreund - consultant: assisting a company with organizing their business and general business issues as they come up; started in 06/2023. Time spent: 3 hours/month, 0 hours during trading; not investment related. 7) Notary: Notarize documents when needed; notary since 11/2023. Time spent is less than 1 hour per month; any time spent would likely be during trading hours. Not an investment related activity. 8) Board Member/Director of Dame Jillian & Dr. Arthur Sackler Foundation for the Arts, Sciences & Humanities since 2019; Non-profit; 736 Bocce Court, Palm Beach Gardens, Florida 33410; nonprofit/no commissions. Not investment related. 9) Board Member of the Mandel JCC since 2023; 736 Bocce Court, Palm Beach Gardens, Florida 33410; non-profit/no commission. Not investment related. 10) Charles W. Ranson Consulting Group, LLC: expert witness since 10/2024. Act as an expert witness in litigation involving trust and estate matters. Time spent: 5 hours per month, none during trading hours. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-19

Other Names

• Joel Howard Yudenfreund