Joseph John Leblanc

Current Employers

Employment History

• 05/2004 → Present
  Independent Financial Group, Llc
  San Diego, CA
• 12/2018 → Present
  Premier Wealth Advisors Llc
  San Diego, CA

Previous Registrations

• 2005-05-12 → 2010-04-08
  Financial Designs Ltd.
  San Diego, CA
  San Diego, CA
  San Deigo, CA
• 2004-04-12 → 2004-05-07
  First Command Bank
  Fort Worth, TX
• 2000-06-19 → 2004-04-12
  First Command Brokerage Services, Inc.
  San Diego, CA

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2004 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) PREMIER WEALTH ADVISORS, LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2019 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: 15% OWNER OF PREMIER WEALTH ADVISORS, LLC, A REGISTERED RIA AND DBA USED FOR MARKETING SECURITIES AND ADVISORY SERVICES (3) TAX PREP POSITION: Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/04/2004 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: Prepare tax returns (4) BERRY LEBLANC, INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2004 ADDRESS: Escondido CA 92027, United States DESCRIPTION: Tax Entity for Tax Purposes. (5) FARM (SCHEDULE F) POSITION: Co-owner with spouse. NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2018 ADDRESS: Escondido CA 92027, United States DESCRIPTION: Land owner. (6) BLUE SKY AERO CLUB POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: Escondido CA 92027, United States DESCRIPTION: Treasurer.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1995-01-12

Designations

Other Names

• Joe Leblanc