Ronald Jack Joyce

Employer firm

Ivc Wealth Advisors LLC CRD 301127

$455M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Ivc Wealth Advisors Llc
  Silverdale, PA
• 10/2014 → 09/2016
  Nfp Advisor Services
  Austin, TX
• 04/2016 → 08/2019
  Kestra Advisory Services
  Silverdale, PA
• 10/2014 → 01/2020
  Kestra Investment Services
  Silverdale, PA
• 01/2020 → 06/2025
  Private Client Services
  Silverdale, PA

Previous Registrations

• 2016-04-19 → 2019-08-19
  Kestra Advisory Services, Llc
  Silverdale, PA
• 2014-10-03 → 2016-09-22
  Kestra Investment Services, Llc
  Silverdale, PA
• 2011-06-06 → 2014-10-03
  Financial Telesis Inc
  San Rafael, CA
  Doylestown, PA
• 2008-09-17 → 2014-09-02
  National Penn Capital Advisors
  Doylestown, PA

Other Businesses

1) GRIFFIN GIVES FOUNDATION. PO BOX 405, KUPLSVILLE, PA 19443. CHARITABLE ORGANIZATION ASSISTING VETERANS AND CHILDREN IN NEED. BOARD MEMBER. 4 HOURS/MO; 1 DURING TRADING HOURS. 2) IVC WEALTH ADVISORS LLC. 163 E MAIN STREET, PO BOX 539, SILVERDALE, PA 18962. INVESTMENT ADVISOR, INSURANCE AGENCY. VP, PARTNER, AGENT, INVESTMENT MANAGEMENT, INSURANCE SALES. 150 HOURS/MO; 140 DURING TRADING HOURS. 3) IVC WEALTH ADVISORS LLC. 163 E MAIN STREET, PO BOX 539, SILVERDALE, PA 18962. RIA. VICE PRESIDENT, PARTNER, INVESTMENT ADVISOR. 160 HOURS/MO; 5 PER DAY. 4) SHILOH MACCALLA MASONIC LODGE. N MAIN STREET AND CHURCH STREET, SOUDERTON, PA 18964. FRATERNAL LODGE. TRUSTEE, ENSURE THE SAFEGUARDING OF ASSETS. 5 HOURS/MO; 0 DURING TRADING HOURS. 5) TELFORD VFW POST 5308. 395 W BROAD STREET, TELFORD, PA 18969. VETRANS OF FOREIGN WARS POST. COMMANDER, OVERSIGHT OF ALL FUNCTIONS. 12 HOURS/MO; 0 DURING TRADING HOURS. 6) Clear Employer Services. 163 East Main Street, PO Box 539, Silverdale, PA 18962. Professional Employer Organization. Start date: 2022-01-01,160 hrs/mo; 134 during trading hrs. 7) IVP Properties LLC. 126 East Main Street, PO Box 539, Silverdale, PA 18962. IVC Properties owns commercial real estate. 1 property, our offices. Partner, Treasurer. 1 hr/mo; 0 during trading hrs. 8) IVC III LLC; Investment Related; 163 East Main St. PO Box 539 Silverdale PA 18962 United States; Partner; Start date: 2024-07-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 9) IVC Properties LLC; Investment Related; Partner; 163 East Main St. PO Box 539 Silverdale PA 18962; Real Estate investment; Start date: 2020-10- 01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1;Percentage of total yearly compensation expected to be derived from the business: 1. 10) Telford VFW; 395 W Broad St Telford PA 18969; Tie breaker on business matters when necessary; Commander and Board member; Start date with business: 2013-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-29
• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Other Names

• Ron Joyce
• Ronald Jack Joyce