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JD

Joy Davis Kirsch

Investment Adviser Representative at Merit Financial Advisors

Southlake, TXCRD #1387753Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
Exams Passed
8

Professional summary

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

Joy Davis Kirsch is an investment adviser representative with Merit Financial Advisors in Southlake, TX, where they have been registered since 2019. They have worked in the securities industry since 1985 and have been registered with 4 firms, including LPL Financial LLC and MML Investors Services, Inc. They have passed 8 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Louisiana and Texas.

Office

2625 E. Southlake Blvd., Suite 100
Southlake, TX 76092

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Louisiana, Texas

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

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/25/1985
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/21/1987
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/19/1985
Series 53
Municipal Securities Principal Examination
Passed 4/22/1987
Series 24
General Securities Principal Examination
Passed 3/20/1987
Series 4
Registered Options Principal Examination
Passed 3/18/1987
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/4/1986

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Merit Financial AdvisorsCurrent
11/2/2019 – Southlake, TX
LPL Financial LLC
10/22/2007 – 10/5/2020Frisco, TX
MML Investors Services, Inc.
5/1/2003 – 10/24/2007Bedford, TX
Linsco/private Ledger Corp.
3/17/2000 – 5/6/2003Bedford, TX

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. LPL Financial LLC
    Oct 2007 – Aug 2024Southlake, TX
  2. Merit Financial Advisors
    Nov 2019 – no end date reportedSouthlake, TX
  3. Purshe Kaplan Sterling Investments
    Aug 2024 – no end date reportedAlbany, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Merit Financial 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
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • First $100,0001.50%
  • $100,000 - $250,0001.25%
  • Above $250,0001.00%

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
269
Offices listed on AdvisorFinder:
25
Main office:
Alpharetta, GA
SEC file number:
801-67462

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

Form ADV data as of September 24, 2026

View full firm profile

Other advisors at Merit Financial Advisors

Showing 12 of 269 in the directory

View Merit Financial Advisors firm profile

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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. Joy Davis Kirsch 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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