JB
CFP
JB
CFP

Joseph M Baroni

20 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
823 clients
Average Client Portfolio
$334K average
Assets Under Management
$274.9M

Fee Structure

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Location

196 S. Fir St., Suite 140, Ventura, CA, 93001

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History

Regulatory History (1)
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Judgment / Lien
September 1992
Other Business Activities

Joseph is the owner of Associated Material Resource, a plastics raw materials business, since 2016. He spends minimal time on this activity outside of business hours and is responsible for all business aspects.

Employment History
Current Registrations
Integrity Wealth Advisors, LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Morgan Stanley
June 2009 - July 2017 · 8 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2017 · 8 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2001 - April 2007 · 6 yrs 1 mo
Morgan Stanley Dw INC.Broker
March 2000 - April 2007 · 7 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.