About Us
Profiles
Founder & President
Financial Advisor
Registered Financial Consultant (RFC)
Joseph A. Marshall
Joe is Founder and President of J. Marshall Associates.
With experience dating back to 1975, Joe joined a local insurance firm after several years with a commercial bank in New Bedford as a commercial loan officer. He holds a Bachelors degree from the University of Massachusetts, Dartmouth, and is a former president of the Bristol Community College Foundation Board and is currently chairman on its Board of Trustees.
Joe is registered with Cetera Advisors, LLC. He is a Financial Advisor with Cetera Advisors, LLC and continues to work with financial planning and estate planning clientele.
A Vietnam veteran, Joe served with the U.S. Air Force Security Service. He is very active in the community, having served as past President / Chairman of the Fall River Office of Economic Development, SER-Jobs for Progress, the Fall River Board of Assessors, and founder of the Prince Henry Society of Fall River. Joe is a member of the National Association of Insurance and Financial Advisors, and Bristol Community College’s 2007 Cornerstone Entrepreneur Recipient.
He resides in Fall River with his wife, Joanne, and has four daughters and 5 grandchildren.
Credentials / Designations / Registrations
- Registered Financial Consultant
- Securities Registrations: Life & Health Insurance, Series 6,63 and 65.
- Member of the National Association of Investment Advisors.
2007 Cornerstone Entrepreneur issued by Bristol Community College-Academic Center for Entrepreneurship. The Bristol Community College Paragon Award is given to an alumni who excels in leadership and volunteerism in his/her community. That person is selected by the Board of Trustees of the College. Names are submitted by the college and members of the community for the Trustees to review and select. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
