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Joann Huber

Tessara Wealth

Burlingame, CA

Lenexa, KS

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Current Employers
Tessara Wealth

340 Lorton Ave Ste 216, Burlingame, CA 94010 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-10-04
CA RA APPROVED 2024-08-29
  • KS RA
    APPROVED
    Since 2024-10-04
  • CA RA
    APPROVED
    Since 2024-08-29

Branch Locations

340 Lorton Ave Ste 216, Burlingame, CA 94010 • United States

Lenexa, KS • 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
OrganizationCityStateFromTo
Barber Financial Group Lenexa KS 11/2010 12/2017
Barber Financial Group Lenexa KS 01/2018 07/2022
Topel Forman Llc Lenexa KS 10/2022 10/2023
Unemployed Lenexa KS 08/2022 09/2022
Avantax Planning Partners, Inc. Lenexa KS 04/2023 11/2023
Ballast Point Financial Planning, Llc Burlingame CA 08/2024 Present
Unemployed Lenexa KS 11/2023 07/2024
  • 11/2010 → 12/2017
    Barber Financial Group
    Lenexa, KS
  • 01/2018 → 07/2022
    Barber Financial Group
    Lenexa, KS
  • 10/2022 → 10/2023
    Topel Forman Llc
    Lenexa, KS
  • 08/2022 → 09/2022
    Unemployed
    Lenexa, KS
  • 04/2023 → 11/2023
    Avantax Planning Partners, Inc.
    Lenexa, KS
  • 08/2024 → Present
    Ballast Point Financial Planning, Llc
    Burlingame, CA
  • 11/2023 → 07/2024
    Unemployed
    Lenexa, KS
Previous Registrations
Designations
Other Names
  • Joann H Smith
  • Joann Huber Smith
  • Joann Huber Smith
  • Joann Huber

View on SEC IAPD

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REFACTOR CAPITAL MANAGEMENT, LLC
POPLAR POINT CAPITAL MANAGEMENT LLC

Other Investors

KONSTANTINOS STATHOPOULOS
ASEL VLADYCHKIN
JONATHAN REYNOLDS
JOHN ROBERT OGILVIE
DARRIN ANDREW CHOW
RICHA RASTOGI
JACKSON WILLIAMS KEMPKER
ELENA NETTA FASSIO

Other Offices

STRATEGIC ADVISERS LLC · BURLINGAME, CA
JARIS ASSET MANAGEMENT · BURLINGAME, CA
HOMEBREW VENTURES · BURLINGAME, CA
YK BIOVENTURES · BURLINGAME, CA
J.P. MORGAN SECURITIES LLC · BURLINGAME, CA
INDEPENDENCE SQUARE HOLDINGS, LLC · Burlingame, CA
REFACTOR CAPITAL MANAGEMENT, LLC · BURLINGAME, CA
POPLAR POINT CAPITAL MANAGEMENT LLC · BURLINGAME, CA

More in Burlingame, CA

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