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STOCK TRADERS
JOSLIN, JEFFREY ALEX
CRD 37711
16152 BEACH BLVD., SUITE 271, HUNTINGTON BEACH, CA, 92647, United States
Phone
714-375-1788
Fax
714-375-1789
Registration
— (—)
Source
State registered
Total AUM
$49.2M
Discretionary AUM
$0
Team
3 total employees; 0 advisory reps; 96 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $49.2M |
Official SEC filing: View on IAPD