Joseph Ivan Fishman

Current Employers

Employment History

• 07/2002 → 12/2016
  Titan Media Consultants, Llc
  Tuckerton, NJ
• 03/2014 → Present
  Freedom Financial Associates
  Mt. Laurel, NJ
• 02/2016 → 06/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 06/2017 → 10/2021
  Retirement Wealth Advisors
  Mt. Laurel, NJ
• 07/2019 → 08/2021
  Joseph Fishman
  Mt. Laurel, NJ
• 03/2020 → Present
  Benefit Wealth Partners
  Mt. Laurel, NJ
• 10/2021 → Present
  Changepath, Llc
  Leawood, KS
• 07/2015 → Present
  Benefit Resource Partners
  Chippewa Falls, WI

Previous Registrations

• 2017-06-19 → 2021-10-15
  Brookstone Wealth Advisors, Llc
  Leht, NJ
  Mt. Laurel, NJ
• 2016-02-10 → 2017-06-07
  Global Financial Private Capital, Inc.
  Little Egg Harbor Twp., NJ
  Sarasota, FL
• 2014-12-12 → 2016-02-11
  Horter Investment Management, Llc
  Parkertown, NJ
  Cincinnati, OH
  Toms River, NJ
• 2014-09-05 → 2014-11-20
  Gradient Advisors, Llc
  Parkertown, NJ
  Arden Hills, MN
• 2014-06-06 → 2014-09-03
  Freedom Wealth Associates, Llc
  Linwood, NJ

Other Businesses

FREEDOM FINANCIAL ASSOCIATES; INVESTMENT RELATED; 811 RAILROAD DRIVE, LEHT, NJ 08087; E; OWNER & AGENT; INSURANCE SALES; STARTED 07/2019; 2 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING SECURITIES TRADING HOURS BENEFIT WEALTH PARTNERS (DBA); INVESTMENT RELATED; 309 FELLOWSHIP RD, SUITE 2OO, MT. LAUREL NJ 08054; INVESTMENT ADVISORY DBA; EMPLOYEE; STARTED 03/2020; 80 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS. BENEFIT RESOURCE PARTNERS; INVESTMENT RELATED; 101 N. BRIDGE ST. CHIPPEWA FALLS, WI 54729; INSURANCE & ANNUITY SALES; AGENT; STARTED 07/2015; 20 HOURS / MONTH DEVOTED; 15 HOURS/MONTH DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-14

Other Names

• Fishman Joe