Joel Northam has been an investment adviser representative at Golden Reserve Retirement since March 2025, and is not listed among the firm’s executive officers or direct owners. Joel Northam studied at the University of Michigan.
Golden Reserve Retirement, LLC is a Dublin, OH firm with $544M under management, 2,008 clients and 22 advisers across 46 offices, as of its March 2026 filing.
Joel Northam is a Senior Retirement Planner of Golden Reserve. He has more than 20 years in finance and was previously CFO to a family of businesses he opened and grew, which led him to become a retirement planner.
Joel Northam’s longest registration is the current one, 1 year at Golden Reserve Retirement since 2025. Before joining Golden Reserve Retirement in 2025, Joel Northam was registered through Brookstone Wealth Advisors, LLC.
- – present · 1 yearTroy, MI · Adviser representative · Firm CRD 283588
- Brookstone Wealth Advisors, LLC– · under a yearCanton, MI · Adviser representative · Firm CRD 137658
Investment adviser representative registrations
Joel Northam is registered as an investment adviser representative in Michigan, since March 2025.
- MichiganSince 11 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joel Lee Northam
- CRD
- 7920074
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 901 Wilshire Dr., Suite 550, Troy, MI 48084
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenreserve.com
Where does Joel Northam work?
Joel Northam is an investment adviser representative registered through Golden Reserve Retirement, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joel Northam a financial advisor?
Yes. Joel Northam has a current investment-adviser registration in Michigan, through Golden Reserve Retirement since March 2025.
How many years of experience does Joel Northam have?
Joel Northam has 2 years in the financial industry, since September 2024, across 2 adviser firms.
What exams has Joel Northam passed?
Joel Northam passed the Series 65 in April 2024.
Where did Joel Northam work before Golden Reserve Retirement?
Before Golden Reserve Retirement, Joel Northam was registered through Brookstone Wealth Advisors, LLC, August 2024 to February 2025.
Where is Joel Northam based?
Joel Northam’s registered office is in Troy, MI.
Is Joel Northam registered with FINRA?
No. Joel Northam has no current broker registration.
How can I verify Joel Northam’s record?
Search CRD 7920074 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Northam’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner