Joel Chamberlain has been Secretary, Treasurer, Managing Member of Financial Independence Advisors since September 2021, is a control person of the firm and directly owns between 25% and 50% of it. Joel Chamberlain holds a Bachelor of Science in Business Administration from the University of Florida and a Master's in Accountancy from the University of North Florida.
Financial Independence Advisors, LLC is a Jacksonville, FL firm with $190M under management, 186 clients and 8 advisers across 2 offices, as of its January 2026 filing.
Joel C. Chamberlain is Vice President and Partner of Financial Independence Advisors, LLC. He delivers comprehensive financial planning, tax preparation and consulting services to business owners and high net worth individuals. His expertise extends to individual financial planning, family office services, trust and generational planning, and charitable giving.
Joel Chamberlain’s longest registration is the current one, 4 years at Financial Independence Advisors since 2022. Before joining Financial Independence Advisors in 2022, Joel Chamberlain was registered through Gunn & Company Investment Management, Inc.
- – present · 4 yearsJacksonville, FL · Adviser representative · Firm CRD 317193
- Gunn & Company Investment Management, Inc.– · 2 yearsJacksonville, FL · Adviser representative · Firm CRD 120084
Professional designations
Listed by Financial Independence Advisors
- CPA
- PFS
Investment adviser representative registrations
Joel Chamberlain is registered as an investment adviser representative in Florida, since January 2022.
- FloridaSince 26 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joel Clayton Chamberlain
- CRD
- 7223741
- Firm
- Financial Independence Advisors · CRD 317193
- Role
- Secretary, Treasurer, Managing Member
- Office
- 4350 PABLO PROFESSIONAL COURT, Jacksonville, FL 32224
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fiaflorida.com
Where does Joel Chamberlain work?
Joel Chamberlain has been Secretary, Treasurer, Managing Member of Financial Independence Advisors, LLC since September 2021, and is a control person of the firm.
Is Joel Chamberlain a financial advisor?
Yes. Joel Chamberlain has a current investment-adviser registration in Florida, through Financial Independence Advisors since January 2022.
How many years of experience does Joel Chamberlain have?
Joel Chamberlain has 6 years in the financial industry, since May 2020, across 2 adviser firms.
What exams has Joel Chamberlain passed?
Joel Chamberlain passed the Series 65 in December 2019.
Where is Joel Chamberlain based?
Joel Chamberlain’s registered office is in Jacksonville, FL.
Is Joel Chamberlain registered with FINRA?
No. Joel Chamberlain has no current broker registration.
How can I verify Joel Chamberlain’s record?
Search CRD 7223741 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Chamberlain’s full registration record.
