Joel Heymsfeld has been Chief Investment Officer of Princeton Global Asset Management since January 2009, is not listed as a control person, but directly owns under 5% of the firm. Joel Heymsfeld holds an MBA from the University of Michigan Graduate School of Business Administration and a BA from Columbia University.
Princeton Global Asset Management LLC is a Princeton, NJ firm with $921M under management, 365 clients and 17 advisers in one office, as of its March 2026 filing.
Joel Heymsfeld is Partner & Chief Investment Officer of Princeton Global. He monitors global and U.S. economic developments and how they affect the firm's advisors and their client conversations and plans. He has been in financial services for over five decades, starting as a portfolio manager for Merrill Lynch and BlackRock and later serving on the Global Strategy Committee, and has worked as a portfolio manager for individuals and institutions and as a mutual fund manager. He was one of the first to join the firm as a partner.
Joel Heymsfeld’s longest registration is the current one, 17 years at Princeton Global Asset Management since 2009. Before joining Princeton Global Asset Management in 2009, Joel Heymsfeld was registered through BlackRock Investment Management, LLC and Merrill Lynch Investment Managers LP.
- – present · 17 yearsPrinceton, NJ · Adviser representative · Firm CRD 146644
- BlackRock Investment Management, LLC– · 7 yearsPlainsboro, NJ · Adviser representative · Firm CRD 108928
- Merrill Lynch Investment Managers LP– · 15 yearsPlainsboro, NJ · Adviser representative · Firm CRD 105068
Professional designations
Listed by Princeton Global Asset Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Joel Heymsfeld is registered as an investment adviser representative in New Jersey, since February 2009.
- New JerseySince 19 February 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 1991 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 August 1991 |
| Series 1 | Registered Representative Examination | 19 June 1972 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Representative Examination
- CRD
- 244888
- Firm
- Princeton Global Asset Management · CRD 146644
- Role
- Chief Investment Officer
- Office
- 17 HULFISH STREET, SUITE 240, Princeton, NJ 08542
- Registration
- Investment adviser registration
- In the industry since
- August 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- princetonglobal.com
Where does Joel Heymsfeld work?
Joel Heymsfeld has been Chief Investment Officer of Princeton Global Asset Management LLC since January 2009.
Is Joel Heymsfeld a financial advisor?
Yes. Joel Heymsfeld has a current investment-adviser registration in New Jersey, through Princeton Global Asset Management since February 2009.
How many years of experience does Joel Heymsfeld have?
Joel Heymsfeld has 35 years in the financial industry, since August 1991, across 3 adviser firms.
What exams has Joel Heymsfeld passed?
Joel Heymsfeld has passed 3 licensing exams: the Series 1, Series 65 and Series 63. The earliest, the Series 1, was passed in June 1972.
Where did Joel Heymsfeld work before Princeton Global Asset Management?
Before Princeton Global Asset Management, Joel Heymsfeld was registered through Merrill Lynch Investment Managers LP, August 1991 to September 2006.
Where is Joel Heymsfeld based?
Joel Heymsfeld’s registered office is in Princeton, NJ.
Is Joel Heymsfeld registered with FINRA?
No. Joel Heymsfeld has no current broker registration.
Is Joel Heymsfeld a CFA charterholder?
Princeton Global Asset Management lists Joel Heymsfeld with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Joel Heymsfeld’s record?
Search CRD 244888 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Heymsfeld’s full registration record.
