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Robert Werner Joel

Thepartners Wealth Management

Jacksonville, FL

Carmel By The Sea, CA

Salvus Wealth Management, LLC

Red Bank, NJ

Jacksonville, FL

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Current Employers
Thepartners Wealth Management

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-06
CA RA APPROVED 2026-04-06
CO RA APPROVED 2026-04-06
IA RA APPROVED 2026-04-06
MD RA APPROVED 2026-04-06
NY RA APPROVED 2026-04-06
PA RA APPROVED 2026-04-06
TX RA APPROVED 2026-04-06
  • FL RA
    APPROVED
    Since 2026-05-06
  • CA RA
    APPROVED
    Since 2026-04-06
  • CO RA
    APPROVED
    Since 2026-04-06
  • IA RA
    APPROVED
    Since 2026-04-06
  • MD RA
    APPROVED
    Since 2026-04-06
  • NY RA
    APPROVED
    Since 2026-04-06
  • PA RA
    APPROVED
    Since 2026-04-06
  • TX RA
    APPROVED
    Since 2026-04-06

Branch Locations

6022 San Jose Blvd, Suite 100N, Jacksonville, FL 32217 • United States

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Salvus Wealth Management, Llc

200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-23
NJ RA APPROVED 2025-04-23
TX RA APPROVED 2020-10-19
  • FL RA
    APPROVED
    Since 2025-04-23
  • NJ RA
    APPROVED
    Since 2025-04-23
  • TX RA
    APPROVED
    Since 2020-10-19

Branch Locations

200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States

6022 San Jose Blvd Suite 100N, Jacksonville, FL 32217 • 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
Salvus Wealth Management, Llc Jacksonville FL 08/2014 Present
Thepartners Wealth Management Carmel By The Sea CA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-18
S63 Uniform Securities Agent State Law Examination 1990-07-28
  • S65 Uniform Investment Adviser Law Examination
    2011-02-18
  • S63 Uniform Securities Agent State Law Examination
    1990-07-28
Designations
Other Names
  • Robert Werner Joel
  • Bob Joel

View on SEC IAPD

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