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Joseph Nole

Modera Wealth Management, LLC

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-23
  • NJ RA
    APPROVED
    Since 2025-06-23

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • 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
Corient Morristown NJ 04/2023 06/2025
Gariano Wealth Management Nutley NJ 01/2022 04/2023
Td Bank Ridgewood NJ 08/2021 12/2021
Valley National Bank Wayne NJ 06/2021 08/2021
Td Bank Pompton Plains NJ 02/2021 06/2021
William Paterson University Wayne NJ 09/2019 05/2023
Passaic County Technical Institute Wayne NJ 09/2015 06/2019
Target Fairfield NJ 03/2020 02/2021
Home Depot Totowa NJ 03/2019 02/2020
Bob Trotta Medical Billing Center Pompton Lakes NJ 06/2018 05/2019
Corient Services Llc Miami FL 07/2023 06/2025
Cipw Service Company, Llc Toronto 04/2023 07/2023
Modera Wealth Management, Llc Westwood NJ 06/2025 Present
  • 04/2023 → 06/2025
    Corient
    Morristown, NJ
  • 01/2022 → 04/2023
    Gariano Wealth Management
    Nutley, NJ
  • 08/2021 → 12/2021
    Td Bank
    Ridgewood, NJ
  • 06/2021 → 08/2021
    Valley National Bank
    Wayne, NJ
  • 02/2021 → 06/2021
    Td Bank
    Pompton Plains, NJ
  • 09/2019 → 05/2023
    William Paterson University
    Wayne, NJ
  • 09/2015 → 06/2019
    Passaic County Technical Institute
    Wayne, NJ
  • 03/2020 → 02/2021
    Target
    Fairfield, NJ
  • 03/2019 → 02/2020
    Home Depot
    Totowa, NJ
  • 06/2018 → 05/2019
    Bob Trotta Medical Billing Center
    Pompton Lakes, NJ
  • 07/2023 → 06/2025
    Corient Services Llc
    Miami, FL
  • 04/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 06/2025 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2023-07-12 → 2025-07-14
    Corient
    Miami, FL
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-30
  • S65 Uniform Investment Adviser Law Examination
    2023-06-30
Designations
Other Names
  • Joe Nole

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

More in Westwood, NJ

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