Inactive

Joel Allan Bakos

Bakos Investment Management

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Current Employers

Bakos Investment Management

Los Altos, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-12-11

CA RA
APPROVED

Since 2024-12-11

Branch Locations

Los Altos, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bakos Investment Management	Los Altos	CA	01/1998	Present

01/1998 → Present

Bakos Investment Management

Los Altos, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-11
S63	Uniform Securities Agent State Law Examination	1997-04-25

S65 Uniform Investment Adviser Law Examination

2024-12-11
S63 Uniform Securities Agent State Law Examination

1997-04-25

View on SEC IAPD

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