Joplin Maycomb Weeks Wallace
Investment Adviser Representative at Mascoma Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joplin Maycomb Weeks Wallace is an investment adviser representative with Mascoma Wealth Management in Burlington, VT, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Vermont.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Susquehanna UniversityMay 2015 – May 2019Selinsgrove, PA
- LeadersUpJun 2017 – Sep 2017Los Angeles, CA
- BaySon CompanyMay 2018 – Aug 2019Lyme, NH
- BaySon CompanyDec 2018 – Jan 2019Lyme, NH
- Ledyard National BankAug 2019 – Oct 2020Hanover, NH
- Mascoma BankNov 2020 – May 2021Lebanon, NH
- Mascoma Wealth ManagementMar 2022 – no end date reportedBurlington, VT
- UnemployedJun 2021 – Feb 2022Charleston, SC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mascoma Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $300,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal financial planning, discretionary investment management, trust services, retirement planning, private banking, tax planning, estate strategies, charitable giving, multigenerational wealth transfer, and ESG investment options.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Hanover, NH
- SEC file number:
- 801-80982
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 28, 2026
View full firm profileOther advisors at Mascoma Wealth Management
10 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joplin Maycomb Weeks Wallace 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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