Joel A Estes

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 12/2022
  Park Avenue Securities Llc
  Dayton, OH
• 12/2022 → 11/2025
  Mckinley Carter Wealth Services
  Dayton, WV
• 10/2025 → Present
  Farther
  Bellbrook, OH

Previous Registrations

• 2021-12-08 → 2025-11-21
  Mckinley Carter Wealth Services, Inc.
  Dayton, OH
  Wheeling, WV
• 2011-10-24 → 2022-01-06
  Park Avenue Securities Llc
  Dayton, OH
  Cincinnati, OH
  Dayton, OH
  Cincinnati, OH
  West Chester, OH

Other Businesses

Name of other business: Estes Landscape Designs, LLC; Is business Investment related: No; Address of other business: Bellbrook, OH; Nature of other business: Landscape Design; Your position: Landscape Architect; Start date of relationship: 03/2022; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Landscape design, installations.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-07-15

Designations

• Certified Financial Planner

Other Names

• Joel Aaron Estes