Investment adviser representative · Invst, LLC
Joel D. Thornton Jr.
CRD 5512325 · Lakeland, FL
At a glance
Joel D. Thornton Jr. is an investment adviser representative with Invst, LLC in Lakeland, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joel’s SEC record dates to 2019, about 7 years ago.
Current advisory firm
- Invst, LLCSince March 2026Lakeland, FL · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Joel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Invst, LLC
- Ethan AguilarIndianapolis
- Ryan AverettIndianapolis
- James A. BarnashVernon Hills · Certified Financial Planner
- Branden G. BunchIndianapolis · Chartered Financial Consultant
- Phillip C. ClarkIndianapolis
- Thomas P. CudahyIndianapolis · Certified Financial Planner
- Deborah J. DarchiOldsmar · Certified Financial Planner
- Ben V. DuronioColts Neck
Every advisor at Invst, LLC →Invst, LLC: assets, clients and custodians →Financial advisors in Lakeland, FL →Advisor Moves: who changed firms this week →