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Joseph Jordan Migdol

Total Wealth Services, LLC

Westlake Village, CA

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Current Employers
Total Wealth Services, Llc

4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-08
  • CA RA
    APPROVED
    Since 2025-04-08

Branch Locations

4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362 • 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
Jp Morgan Securities Llc Westlake Village CA 08/2020 03/2023
Jpmorgan Chase Bank, N.A Westlake Village CA 03/2014 08/2017
Jp Morgan Securities Llc Westlake Village CA 08/2017 07/2020
Citibank Westlake Village CA 03/2023 04/2025
Total Wealth Services, Llc Westlake Village CA 04/2025 Present
Previous Registrations
  • 2023-03-06 → 2025-04-10
    Citigroup Global Markets Inc.
    Ft Lauderdale, FL
    Woodland Hills, CA
    Newbury Park, CA
    Westlake Village, CA
    San Antonio, TX
  • 2017-07-25 → 2023-03-07
    J.P. Morgan Securities Llc
    Westlake Village, CA
    Ventura, CA
    Thousand Oaks, CA
    Westlake Village, CA
    Westlake Village, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-20
S63 Uniform Securities Agent State Law Examination 2013-06-06
  • S66 Uniform Combined State Law Examination
    2017-07-20
  • S63 Uniform Securities Agent State Law Examination
    2013-06-06
Other Names
  • Joe J Migdol
  • Joe Migdol
  • J Migdol
  • Joe Jordan Migdol
  • Joseph J Migdol
  • Joseph Jordan Migdol
  • Joseph Migdol

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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