Joel Askew has been CCO/Managing Member of Anchor Point Financial since December 2024, is a control person of the firm and directly owns 75% or more of it. Joel Askew holds a Bachelor of Science from California State University, Bakersfield.
Anchor Point Financial LLC is a Bakersfield, CA firm with $174M under management, 171 clients and 1 adviser in one office, as of its February 2026 filing.
Joel Askew founded Anchor Point Financial in 2024. He began his career in commercial banking and lending, including a role in the launch of Valley Republic Bank during the Great Recession. In 2014 he moved to financial advising with Edward Jones, where he served clients for eight years before partnering with San Luis Wealth Advisors.
Joel Askew’s longest registration was 7 years at Edward Jones (2014–2022). Before joining Anchor Point Financial in 2025, Joel Askew was registered through Edward Jones.
- Anchor Point FinancialCurrent– present · 1 yearBakersfield, CA · Adviser representative · Firm CRD 334103
- San Luis Wealth AdvisorsAlso current– present · 4 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 309506
- Edward Jones– · 7 yearsBakersfield, CA · Adviser representative · Firm CRD 250
Professional designations
Listed by Anchor Point Financial
- Certified Financial Planner™ (CFP®)
Investment adviser representative registrations
Joel Askew is registered as an investment adviser representative in California, since July 2022.
- CaliforniaSince 18 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 August 2014 |
| Series 7 | General Securities Representative Examination | 30 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joel Daniel Askew
- CRD
- 6342307
- Firm
- Anchor Point Financial · CRD 334103
- Role
- CCO/Managing Member
- Office
- 10000 STOCKDALE HIGHWAY SUITE 103, Bakersfield, CA 93311
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- anchorpoint.financial
Where does Joel Askew work?
Joel Askew has been CCO/Managing Member of Anchor Point Financial LLC since December 2024, and is a control person of the firm.
Is Joel Askew a financial advisor?
Yes. Joel Askew has a current investment-adviser registration in California, through Anchor Point Financial since February 2025.
How many years of experience does Joel Askew have?
Joel Askew has 12 years in the financial industry, since July 2014, across 3 adviser firms.
What exams has Joel Askew passed?
Joel Askew has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2014. FINRA credited Joel Askew with the SIE, which began in October 2018.
Where did Joel Askew work before Anchor Point Financial?
Before Anchor Point Financial, Joel Askew was registered through Edward Jones, October 2014 to July 2022.
Where is Joel Askew based?
Joel Askew’s registered office is in Bakersfield, CA.
Is Joel Askew registered with FINRA?
No. Joel Askew has no current broker registration.
Is Joel Askew a CFP?
Anchor Point Financial lists Joel Askew with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joel Askew’s record?
Search CRD 6342307 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Askew’s full registration record.