Joel Robert Almquist

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Pasadena, CA
• 07/2016 → 02/2024
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  Pasadena, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Pasadena, CA
• 04/2023 → Present
  Jr Almquist Llc
  Pasadena, CA
• 06/2023 → Present
  Integrative Wealth Partners
  Pasadena, CA

Previous Registrations

• 2017-03-25 → 2024-03-06
  Mml Investors Services, Llc
  Pasadena, CA
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Pasadena, CA
• 2010-05-12 → 2015-01-02
  New England Securities
  Pasadena, CA
  Woodland Hills, CA
• 2007-05-21 → 2010-04-30
  Equitable Advisors, Llc
  San Diego, CA
  Woodland Hills, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: 3 (38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 7/2007 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE; 3. NAME OF OTHER BUSINESS: JR ALMQUIST LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TO PROVIDE A CORPORATE STRUCTURE FOR MYSELF FOR TAX PURPOSES AND FOR ACCOUNTING START DATE: 4/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: CORPORATION TAX PAYING ENTITY, SELF EMPLOYED SINGLE PERSON LLC, DUTIES DO NOT DIFFER FROM MY CUSTOMARY ADVISORY BUSINESS; 4. NAME OF OTHER BUSINESS: INTEGRATIVE WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA START DATE: 6/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: MANAGING PARTNER; 5. NAME OF OTHER BUSINESS: FROZEN ORPHANS; INVESTMENT RELATED: NO; ADDRESS: 23229 FAISAN CT SANTA CLARITA, CA 91355; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TO BE A DISINTERESTED, NON COMPENSATED BOARD MEMBER TO ADVISE AND VOTE ON MEASURE FOR THE NON PROFIT ORGANIZATION;

Exams

• S66 Uniform Combined State Law Examination
  2007-05-18

Other Names

• Joel R. Almquist