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Joel Heymsfeld

Investment Adviser Representative at PRINCETON GLOBAL ASSET MANAGEMENT LLC

Princeton, NJCRD #244888Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
New Jersey
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/19/1991
Series 65
Uniform Investment Adviser Law Examination
Passed 8/5/1991
Series 1
Registered Representative Examination
Passed 6/19/1972

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Princeton Global Asset Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRINCETON GLOBAL ASSET MANAGEMENT LLCCurrent
2/19/2009Princeton, NJ
BLACKROCK INVESTMENT MANAGEMENT, LLC
9/29/20064/30/2014Plainsboro, NJ
MERRILL LYNCH INVESTMENT MANAGERS LP
8/29/19919/29/2006Plainsboro, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joel Heymsfeld has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Joel Heymsfeld - Financial Advisor in Princeton, NJ | AdvisorFinder