Joseph B Torkelson

Current Employers

Matisse Capital

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-10-09

AZ RA
APPROVED

Since 2024-10-09

Branch Locations

Phoenix, AZ • United States

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224 • 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
Jones Lang Lasalle	Phoenix	AZ	01/2024	02/2024
Tenaska	Omaha	NE	07/2020	08/2020
Td Ameritrade	Omaha	NE	06/2019	08/2019
Matisse Capital	Lake Oswego	OR	07/2018	08/2018
Matisse Capital	Lake Oswego	OR	03/2024	Present
Jones Lang Lasalle	Phoenix	AZ	06/2021	12/2023
Creighton University	Omaha	NE	08/2017	05/2021
High School	Lake Oswego	OR	09/2013	05/2017

01/2024 → 02/2024

Jones Lang Lasalle

Phoenix, AZ
07/2020 → 08/2020

Tenaska

Omaha, NE
06/2019 → 08/2019

Td Ameritrade

Omaha, NE
07/2018 → 08/2018

Matisse Capital

Lake Oswego, OR
03/2024 → Present

Matisse Capital

Lake Oswego, OR
06/2021 → 12/2023

Jones Lang Lasalle

Phoenix, AZ
08/2017 → 05/2021

Creighton University

Omaha, NE
09/2013 → 05/2017

High School

Lake Oswego, OR

Other Businesses

(1) An AirBnB property; Not Investment-related; 1354 E Flower St. Pheonix, AZ 85014; Owner/Operator; 08/2023-Present; 5 hrs/mth, 0 during trading hours; Owning and operating an AirBnB rental as the sole manager.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-01

S65 Uniform Investment Adviser Law Examination

2024-08-01