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Joseph Esserman

Innovest Portfolio Solutions LLC

Denver, CO

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Current Employers
Innovest Portfolio Solutions Llc

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-04
  • CO RA
    APPROVED
    Since 2026-08-04

Branch Locations

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • 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
Fidelity Investments Greenwood Village CO 06/2023 Present
St. Dominic High School O'FAllon MO 08/2022 06/2023
Country Club Of St. Albans St. Albans MO 05/2022 08/2022
St. Joseph School Cottleville MO 02/2022 05/2022
Holy Infant School Ballwin MO 01/2022 02/2022
Kenrick-Glennon Seminary St. Louis MO 08/2020 12/2021
Catholic Cemeteries: Archdiocese Of St. Louis St. Louis MO 05/2020 08/2020
Kenrick-Glennon Seminary St. Louis MO 08/2018 05/2020
Office Of Vocations: Archdiocese Of St. Louis St. Louis MO 05/2018 08/2018
Kenrick-Glennon Seminary St. Louis MO 08/2017 05/2018
Office Of Vocations: Archdiocese Of St. Louis St. Louis MO 05/2017 08/2017
Kenrick-Glennon Seminary St. Louis MO 08/2016 05/2017
St. Louis University St. Louis MO 08/2016 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2022 → 06/2023
    St. Dominic High School
    O'FAllon, MO
  • 05/2022 → 08/2022
    Country Club Of St. Albans
    St. Albans, MO
  • 02/2022 → 05/2022
    St. Joseph School
    Cottleville, MO
  • 01/2022 → 02/2022
    Holy Infant School
    Ballwin, MO
  • 08/2020 → 12/2021
    Kenrick-Glennon Seminary
    St. Louis, MO
  • 05/2020 → 08/2020
    Catholic Cemeteries: Archdiocese Of St. Louis
    St. Louis, MO
  • 08/2018 → 05/2020
    Kenrick-Glennon Seminary
    St. Louis, MO
  • 05/2018 → 08/2018
    Office Of Vocations: Archdiocese Of St. Louis
    St. Louis, MO
  • 08/2017 → 05/2018
    Kenrick-Glennon Seminary
    St. Louis, MO
  • 05/2017 → 08/2017
    Office Of Vocations: Archdiocese Of St. Louis
    St. Louis, MO
  • 08/2016 → 05/2017
    Kenrick-Glennon Seminary
    St. Louis, MO
  • 08/2016 → 05/2019
    St. Louis University
    St. Louis, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-31 → 2026-04-16
    Strategic Advisers Llc
    Englewood, CO
    Greenwood Village, CO
    Englewood, CO
    Boston, MA
  • 2024-08-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Englewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-10-20
Other Names
  • Joseph Esserman
  • Joseph Anthony Esserman

View on SEC IAPD

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MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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