Joel
Staples
Cooper Mcmanus
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About this Advisor
Joel Staples is a financial advisor based in Irvine, California, working with Cooper Mcmanus. Joel has previously held positions at Self, Sequoia Commercial Lending, Clifford And Brown, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Craig Staples Attorney At Law, Kevin Du Pree, Michael Jacob, Matthew Farrell, Sequoia Commercial Real Estate, Northwestern Mutual Wealth Management Company, Cambridge Investment Research, Inc, and Cooper Mcmanus. Joel has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Joel is part of Cooper Mcmanus, which operates out of Irvine, California. The firm has 23 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Cooper Mcmanus includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,575,058,662
49
4,577
$344,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joel Staples Work History
Cambridge Investment Reserach, Inc
Cooper Mcmanus
Kevin Du Pree
Michael Jacob
Matthew Farrell
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Self
Craig Staples Attorney At Law
Sequoia Commercial Real Estate
Sequoia Commercial Lending
Craig Staples Attorney At Law
Clifford And Brown
Disclosures
Please visit the SEC profile of Joel Staples to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cooper Mcmanus
Thousand Oaks, CA
San Clemente, CA
Walnut Creek, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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