JL
Joseph Leo Downey
CRD 3053673
Certified Financial Planner
Chartered Financial Consultant
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Private Client Asset Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Private Client Asset Management, Inc.
President/Chief Compliance Officer · 75% or more · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗