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Joseph James Maltese

ALLEGIANCE FINANCIAL ADVISORS, INC.·JACKSONVILLE, Florida
CFPSeries 51Series 24Series 26Series 7Series 6Series 66Series 63SIELicensed in 10 states
Unclaimed Profile
3112 ST. JOHNS BLUFF ROAD SOUTH, JACKSONVILLE, FL 32246-3712CRD# 2615850Firm CRD# 127293
01

About

Joseph James Maltese is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with ALLEGIANCE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALLEGIANCE FINANCIAL ADVISORS, INC.
ALLEGIANCE FINANCIAL ADVISORS, INC.
AUM
$131M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALLEGIANCE FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2615850
Firm CRD# 127293
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph James Maltese offer?
Joseph James Maltese specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Joseph James Maltese's credentials?
Joseph James Maltese holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph James Maltese located?
Joseph James Maltese is based in JACKSONVILLE, Florida, working with ALLEGIANCE FINANCIAL ADVISORS, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Joseph James Maltese charge for services?
Joseph James Maltese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEGIANCE FINANCIAL ADVISORS, INC.?
ALLEGIANCE FINANCIAL ADVISORS, INC. has approximately 7 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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