Joel Jellesed, LPL Financial Advisor
Joel’s loyal client base is built mainly on referrals and word of mouth, a true testament to his sincerity, integrity, ability, and excellent customer service. Joel manages a client-focused practice and specializes in developing customized plans for each client. He also enjoys helping clients pursue their monthly and annual income needs. Joel offers research and analytical skills, effectively identifying products that match his clients’ unique needs.
As a LPL Financial Advisor, Joel holds the series 7, 63, 66 registrations with LPL Financial, and life/health insurance licenses Through LPL Fianncial he is fully registered as a General Securities Representative, an Investment Advisor Representative (IAR), and as an Office of Supervisory Jurisdiction (OSJ). Joel earned his Bachelor’s degree in Business from Oregon State University.
Joel has been a financial advisor for over fifteen years and feels it is a privilege to be able to work with and to advise his clients. He welcomes investment-oriented questions at any time. He is also more than happy to offer a second opinion on anyone’s existing portfolio.
Joel is currently registered in Oregon, Washington and California and is proud to service clients all along the West Coast in addition to members of four different credit unions in his local area.
Joel resides in Eugene, Oregon with his wife and two children. In his free time he enjoys running, soccer with his children, golfing with his wife, hiking and traveling with his family. While Joel is a graduate of Oregon State University, having grown up in Eugene, he is also an avid Duck Fan – Go Ducks!
E-mail Mr. Joel Jellesed at firstname.lastname@example.org, or call him at (541) 461-4052.
Zack Fuchs, LPL Financial Advisor
After graduating from Syracuse University in 1994, Zack moved to Seoul, South Korea to begin learning about the cultures of Asia. Shortly thereafter, Zack joined HSBC Securities and began reporting on the Korean stock market (KOSPI), and later on markets throughout Asia. In 1998 Zack joined Templeton Asset Management and expanded his coverage to Emerging Markets globally, reporting on political and economic developments in 42 emerging countries.
Zack and family returned to the United States in 2002. He earned his MBA from the University of Oregon in 2004 and joined Morgan Stanley that same year to provide comprehensive financial advice.
Zack joined Lifetime Investment Solutions in 2013 to offer his financial advice to a more diverse client base.
Zack focuses on a risk-appropriate approach to his investment strategies, employing in a variety of investment products and methods. Not beholden to any one method or style of investing, he feels an appropriate investment mix can be found for virtually any financial situation.
E-mail Zack Fuchs at email@example.com.