JC
Joel Carter Mcneil
CRD 2185799
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Isthmus Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Isthmus Partners, Llc
Director Of Advisory Services · 10% – 25% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗