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Joseph Frazer

Wescott Financial Advisory Group LLC

Philadelphia, PA

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Current Employers
Wescott Financial Advisory Group Llc

30 South 17Th Street, Philadelphia, PA 19103-4196 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-02-29
  • PA RA
    APPROVED
    Since 2020-02-29

Branch Locations

30 South 17Th Street, Philadelphia, PA 19130 • 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
Wescott Financial Advisory Group, Llc Philadelphia PA 07/2019 Present
Dick'S Sporting Goods Plymouth Meeting PA 08/2018 05/2019
Temple University Philadelphia PA 08/2014 12/2018
Jpmorgan Chase & Co Newark DE 06/2018 08/2018
Td Bank Mount Laurel NJ 06/2017 08/2017
  • 07/2019 → Present
    Wescott Financial Advisory Group, Llc
    Philadelphia, PA
  • 08/2018 → 05/2019
    Dick'S Sporting Goods
    Plymouth Meeting, PA
  • 08/2014 → 12/2018
    Temple University
    Philadelphia, PA
  • 06/2018 → 08/2018
    Jpmorgan Chase & Co
    Newark, DE
  • 06/2017 → 08/2017
    Td Bank
    Mount Laurel, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-29
  • S65 Uniform Investment Adviser Law Examination
    2020-02-29

View on SEC IAPD

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