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Joel Daniel Askew

San Luis Wealth Advisors

San Luis Obispo, CA

Anchor Point Financial

Bakersfield, CA

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Current Employers
San Luis Wealth Advisors

735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-24
  • CA RA
    APPROVED
    Since 2025-03-24

Branch Locations

735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • United States

Anchor Point Financial

10000 Stockdale Highway Suite 103, Bakersfield, CA 93311 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-24
  • CA RA
    APPROVED
    Since 2025-03-24

Branch Locations

10000 Stockdale Highway Suite 103, Bakersfield, CA 93311 • 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
Edward Jones St Louis MO 06/2014 07/2022
San Luis Wealth Advisors Bakersfield CA 07/2022 02/2025
Anchor Point Financial Bakersfield CA 02/2025 Present
Previous Registrations
  • 2014-10-20 → 2022-07-19
    Edward Jones
    St Louis, MO
    Bakersfield, CA
    Bakersfield, CA
    Bakersfield, CA
    Bakersfield, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-22
  • S66 Uniform Combined State Law Examination
    2014-08-22
Designations
Other Names
  • Joel Daniel Askew

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CORVUS WEALTH ADVISORS LLC
PEAK WEALTH ADVISORS, INC.
CREW WEALTH MANAGEMENT

Other Investors

JAY MICHAEL DOUGLAS
RALPH MICHAELS SLOCUM
TRINA JACQLEEN CISNEROS
MATT TAPANI KOKKONEN
James Ralph Haack
Joel Martin Dunbar
TODD ALAN THOMAS
CAROLYN JANE HERZOG

Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

More in San Luis Obispo, CA

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