JC
Joseph Charles Baer
CRD 5866418
Firms
| Firm | Role | As of |
|---|---|---|
| Successful Portfolios Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Successful Portfolios Llc
Chief Operating Officer · 5% – 10% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗