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JE
JE

Joseph Eberle

Union Capital Company
37 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Union Capital Company
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
11 advisors
Number of Clients
517 clients
Average Client Portfolio
$342K average
Assets Under Management
$177.0M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

6083 E. Grant Road, Tucson, AZ, 85712

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History

Regulatory History (1)
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Regulatory
August 2007
Final
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Other Business Activities

Joseph provides quarterly reviews for Shelby County Schools, dedicating minimal time per month. He also attends meetings for the Trust Company of Knoxville and helps make presentations to employees a couple times a year, also dedicating minimal time per month.

Employment History
Current Registrations
Union Capital Company
May 2021 - Present · 4 yrs 9 mos
Union Capital Company
February 2021 - Present · 5 yrs
Union Capital CompanyBroker
February 2021 - Present · 5 yrs
Previous Registrations
Calton & Associates, INC.
April 2015 - January 2021 · 5 yrs 9 mos
Calton & Associates, INC.Broker
April 2015 - January 2021 · 5 yrs 9 mos
Strategic Asset Consulting
April 2004 - December 2015 · 11 yrs 8 mos
Advanced Asset Trading, INCBroker
March 1998 - August 2015 · 17 yrs 5 mos
R. D. Kushnir & CO.Broker
May 1997 - December 1997 · 7 mos
Trading Services Group, INC.Broker
June 1990 - December 1996 · 6 yrs 6 mos
Total Resources, INC.Broker
June 1989 - June 1990 · 1 yr
Furman Selz Mager Dietz & Birney IncorporatedBroker
September 1988 - June 1990 · 1 yr 9 mos
E. F. Hutton & Company INCBroker
July 1987 - May 1988 · 10 mos
State Registrations4 states
GAMSTNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.