Joseph Robert Haas

Current Employers

Blue Ridge Wealth Planners

9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-08-15

TN RA
APPROVED

Since 2025-08-15

Branch Locations

9725 Cogdill Road Suite 101, Knoxville, TN 37932 • 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
Alliance Bernstein	Nashville	TN	03/2021	11/2023
American Century Investments	Kansas City	MO	06/2016	03/2021
Blue Ridge Wealth Planners	Knoxville	TN	07/2025	Present
Unemployed	Franklin	TN	12/2023	07/2025

03/2021 → 11/2023

Alliance Bernstein

Nashville, TN
06/2016 → 03/2021

American Century Investments

Kansas City, MO
07/2025 → Present

Blue Ridge Wealth Planners

Knoxville, TN
12/2023 → 07/2025

Unemployed

Franklin, TN

Other Businesses

1) West Nashville Sports League; Not investment related; 50 Vaughn Rd., Nashville, TN, 37221, Coaching 3rd grade softball league; Assistant Coach; 8.13.2025; 10hr/mo.; 0 trading hrs

Designations

Other Names

Joseph Robert Haas
Joseph Haas

View on SEC IAPD

Current Employers

Blue Ridge Wealth Planners

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews