JF
Joseph Francis Helmer
CRD 1860949
Firms
| Firm | Role | As of |
|---|---|---|
| Caldwell Sutter Capital, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Caldwell Sutter Capital, Inc.
President, Co Trustee · 50% – 75% · Dec 2024
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Caldwell Sutter Capital, Inc.
Co Trustee · GP / trustee / elected manager · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗