JM
Joel Mark Shulman
CRD 2267287
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Entrepreneurshares Llc | Registered representative | 07/20/2026 |
| Seaport Global Advisors, Llc | Registered representative | 07/20/2026 |
| Capital Impact Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Entrepreneurshares Llc
Managing Member / Founding Partner / Chief Investment Officer · 75% or more · Mar 2024
-
Seaport Global Advisors, Llc
Managing Member / Founding Partner / Chief Investment Officer · 75% or more · Mar 2024
-
Capital Impact Advisors, Llc
Managing Member / Founding Partner / Chief Investment Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗