AdFi
JJ

Joseph Jordan Crosson

Investment Adviser Representative at Mainstreet Advisors

De Pere, WICRD #8055426Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph Jordan Crosson is an investment adviser representative with Mainstreet Advisors in De Pere, WI, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Capital Market Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois, New Mexico, and Wisconsin.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois, New Mexico, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/18/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mainstreet AdvisorsCurrent
5/6/2026 – De Pere, WI
Capital Market Advisors, LLCCurrent
5/6/2026 – De Pere, WI
Mainstreet Advisors
6/18/2025 – 5/6/2026De Pere, WI
Capital Market Advisors, LLC
8/6/2025 – 5/5/2026De Pere, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. University of Wisconsin - Whitewater
    Sep 2014 – May 2018Whitewater, WI
  2. Vivaldi Capital Management
    May 2017 – Aug 2017Chicago, IL
  3. Unemployed
    May 2018 – Apr 2019De Pere, WI
  4. Cornerstone Business Services, Inc
    Apr 2019 – May 2020Green Bay, WI
  5. Cornerstone Business Services, Inc
    May 2020 – Dec 2020Green Bay, WI
  6. Cornerstone Business Services, Inc
    Dec 2020 – May 2022Green Bay, WI
  7. Cornerstone Business Services, Inc
    May 2022 – Jun 2023Green Bay, WI
  8. Ariens Company
    Jun 2023 – Feb 2025Brillion, WI
  9. Mainstreet Investment Advisors, LLC
    Mar 2025 – no end date reportedChicago, IL
  10. Capital Market Advisor, LLC
    Jul 2025 – no end date reportedDe Pere, WI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mainstreet Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

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

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPeriodicals and Newsletters

Client types the firm serves

High Net WorthBanking or Thrift Institutions

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
1
Main office:
Chicago, IL
SEC file number:
801-68930

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at Mainstreet Advisors

11 other advisors in the directory

View Mainstreet Advisors firm profile

Similar advisors in De Pere, WI

Other advisors whose filed branch office is in the same city.

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. Joseph Jordan Crosson 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched