Jim Joseph
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Jim Joseph Email & Phone Number

Partner, President at Financial Services Advisory at Financial Services Advisory
Location: Rockville, Maryland, United States 4 work roles 1 school
2 work emails found @fsainvest.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@fsainvest.com
LinkedIn Profile matched
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Current company
Financial Services Advisory
Role
Partner, President at Financial Services Advisory
Location
Rockville, Maryland, United States
Company size
10 employees

Who is Jim Joseph? Overview

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Quick answer

Jim Joseph is listed as Partner, President at Financial Services Advisory at Financial Services Advisory, a company with 10 employees, based in Rockville, Maryland, United States. AeroLeads shows a work email signal at fsainvest.com and a matched LinkedIn profile for Jim Joseph.

Jim Joseph previously worked as President at Financial Services Advisory and Vice President at Financial Services Advisory. Jim Joseph holds Bachelor Of Science (B.S.), Finance, General from West Virginia University.

Company email context

Email format at Financial Services Advisory

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{first}@fsainvest.com
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AeroLeads found 2 current-domain work email signals for Jim Joseph. Compare company email patterns before reaching out.

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Profile bio

About Jim Joseph

Jim Joseph is a Partner, President at Financial Services Advisory at Financial Services Advisory. He possess expertise in retirement planning, retirement income strategies, investment advisory, money management, financial planning. He is proficient in English.

Listed skills include Retirement Planning, Retirement Income Strategies, Investment Advisory, Money Management, and 1 others.

Current workplace

Jim Joseph's current company

Company context helps verify the profile and gives searchers a useful next step.

Financial Services Advisory
Financial Services Advisory
Partner, President at Financial Services Advisory
rockville, maryland, united states
Website
fsainvest.com
Employees
10
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Company profile
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4 roles · 27 years

Jim Joseph work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Financial Services Advisory

Other employees you can reach at fsainvest.com. View company contacts for 10 employees →

AW Ann Wickerham Ann Wickerham Colleague at Financial Services AdvisoryIjamsville, Maryland, United States, United States View → JL Jamie Leggieri Jamie Leggieri Colleague at Financial Services AdvisoryRockville, Maryland, United States, United States View → AW Aaron Weston, Cfp® Aaron Weston, Cfp® Colleague at Financial Services AdvisoryBethesda, Maryland, United States, United States View → KD Kim Donohue, Pace Kim Donohue, Pace Colleague at Financial Services AdvisoryGermantown, Maryland, United States, United States View → MZ Mike Zarrelli, Cfp®, Ea Mike Zarrelli, Cfp®, Ea Colleague at Financial Services AdvisoryLaurel, Maryland, United States, United States View → DP Dave Petersen Dave Petersen Colleague at Financial Services AdvisoryOlney, Maryland, United States, United States View → JJ John Jones John Jones Colleague at Financial Services AdvisoryWashington DC-Baltimore Area, United States View →
1 education record

Jim Joseph education

FAQ

Frequently asked questions about Jim Joseph

Quick answers generated from the profile data available on this page.

What company does Jim Joseph work for?

Jim Joseph works for Financial Services Advisory.

What is Jim Joseph's role at Financial Services Advisory?

Jim Joseph is listed as Partner, President at Financial Services Advisory at Financial Services Advisory.

What is Jim Joseph's email address?

AeroLeads has found 2 work email signals at @fsainvest.com for Jim Joseph at Financial Services Advisory.

Where is Jim Joseph based?

Jim Joseph is based in Rockville, Maryland, United States while working with Financial Services Advisory.

What companies has Jim Joseph worked for?

Jim Joseph has worked for Financial Services Advisory, Charles Schwab, and Morgan Stanley.

Who are Jim Joseph's colleagues at Financial Services Advisory?

Jim Joseph's colleagues at Financial Services Advisory include Ann Wickerham, Jamie Leggieri, Aaron Weston, Cfp®, Kim Donohue, Pace, and Mike Zarrelli, Cfp®, Ea.

How can I contact Jim Joseph?

You can use AeroLeads to view verified contact signals for Jim Joseph at Financial Services Advisory, including work email, phone, and LinkedIn data when available.

What schools did Jim Joseph attend?

Jim Joseph holds Bachelor Of Science (B.S.), Finance, General from West Virginia University.

What skills is Jim Joseph known for?

Jim Joseph is listed with skills including Retirement Planning, Retirement Income Strategies, Investment Advisory, Money Management, and Financial Planning.

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