Adviser and broker representative · Lincoln Investment
Joseph Valdes Jr.
CRD 3059653 · Fort Washington, PA
At a glance
Joseph Valdes Jr. is an investment adviser representative with Lincoln Investment in Fort Washington, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2000, about 26 years ago. Joseph is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince September 2024Fort Washington, PA · $22B in regulatory assets
- Capital AnalystsSince September 2024Doral, FL · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- Yes
- 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
- 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 and FINRA BrokerCheck.