Joel Daniel Askew

Employer firm

San Luis Wealth Advisors CRD 309506

$760M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
FINANCIAL CONSULTING

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

Current Employers

San Luis Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
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

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

06/2014 → 07/2022

Edward Jones

St Louis, MO
07/2022 → 02/2025

San Luis Wealth Advisors

Bakersfield, CA
02/2025 → Present

Anchor Point Financial

Bakersfield, CA

Previous Registrations

2014-10-20 → 2022-07-19

Edward Jones

St Louis, MO

Bakersfield, CA

Bakersfield, CA

Bakersfield, CA

Bakersfield, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-22

S66 Uniform Combined State Law Examination

2014-08-22

Designations

Certified Financial Planner

Other Names

Joel Daniel Askew

View on SEC IAPD