JN
JN

Joel Lee Northam

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

901 Wilshire Dr., Suite 550, Troy, MI, 48084

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joel is a licensed insurance agent offering insurance products and services through Golden Reserve LLC, an affiliate of Golden Reserve Retirement LLC, since 2025. He receives customary commissions from this activity.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
March 2025 - Present · 11 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
August 2024 - February 2025 · 6 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Joel Lee Northam - Financial Advisor | TrueAdvisor