Investment adviser representative · Tempus Wealth Planning, LLC
Joseph J. Szal Jr.
CRD 2216245 · Irvine, CA
At a glance
Joseph J. Szal Jr. is an investment adviser representative with Tempus Wealth Planning, LLC in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2002, about 24 years ago.
Current advisory firm
- Tempus Wealth Planning, LLCSince February 2022Irvine, CA · $699M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Joseph’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
- 4 firmsLocked
- 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 Tempus Wealth Planning, LLC
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- Brad CotnerIrvine
- Gary T. HitzlerIrvine
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- Steven B. SturnerIrvine
- James B. WhiteIrvine · Certified Financial Planner
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