Joseph Charles has been an investment adviser representative at Apex Investment Group since September 2025, and is not listed among the firm’s executive officers or direct owners.
Apex Investment Group, LLC is a Hudson, MA firm with $211M under management, 526 clients and 3 advisers across 3 offices, as of its June 2026 filing.
- Apex Investment GroupCurrent– present · 1 yearBoston, MA · Adviser representative · Firm CRD 333593
Investment adviser representative registrations
Joseph Charles is registered as an investment adviser representative in Massachusetts, as a resident of Massachusetts, since September 2025.
- MassachusettsResidentSince 9 September 2025
Examinations
No examinations are on Joseph Charles’s record.
- Full name
- Joseph Jeff Charles
- CRD
- 8135322
- Firm
- Apex Investment Group · CRD 333593
- Office
- Boston, MA
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Charles work?
Joseph Charles is an investment adviser representative registered through Apex Investment Group, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Charles a financial advisor?
Yes. Joseph Charles has a current investment-adviser registration in Massachusetts, through Apex Investment Group since September 2025.
How many years of experience does Joseph Charles have?
Joseph Charles has 1 year in the financial industry, since September 2025, across 1 adviser firm.
Where is Joseph Charles based?
Joseph Charles’ registered office is in Boston, MA.
Is Joseph Charles registered with FINRA?
No. Joseph Charles has no current broker registration.
How can I verify Joseph Charles’ record?
Search CRD 8135322 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Charles’ full registration record.