Joseph Jandreau has been an investment adviser representative at Investmark Advisory Group since May 2004, and is not listed among the firm’s executive officers or direct owners. Joseph Jandreau holds a BBA in accounting from the University of Louisiana at Monroe.
Investmark Advisory Group LLC is a Shelton, CT firm with $930M under management, 690 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Joseph P. Jandreau is Senior Wealth Advisor and Principal of Investmark Advisory Group. He joined the firm in 2004 and provides wealth management services to clients. Before Investmark, he was affiliated with the HSBC Group, where he held senior positions in investment management, corporate finance and credit risk, and managed private equity portfolios for institutional investors.
Joseph Jandreau’s longest registration is the current one, 22 years at Commonwealth Financial Network since 2004.
- Commonwealth Financial NetworkAlso current– present · 22 yearsAdviser representative and broker · Firm CRD 8032
Professional designations
Listed by Investmark Advisory Group
- Chartered Financial Analyst® (CFA®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Joseph Jandreau is registered as an investment adviser representative in 2 states. The first approvals date from May 2004; the most recent is South Carolina, in January 2023.
- ConnecticutSince 10 May 2004
- South CarolinaSince 9 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 30 October 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 April 2004 |
| Series 7 | General Securities Representative Examination | 31 March 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Patrick Jandreau
- CRD
- 4748663
- Firm
- Investmark Advisory Group · CRD 121060
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- investmark.net
Where does Joseph Jandreau work?
Joseph Jandreau is an investment adviser representative registered through Investmark Advisory Group LLC since May 2004, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Jandreau a financial advisor?
Yes. Joseph Jandreau has a current investment-adviser registration in Connecticut and South Carolina, through Investmark Advisory Group since May 2004.
How many years of experience does Joseph Jandreau have?
Joseph Jandreau has 22 years in the financial industry, since April 2004, across 2 adviser firms.
What exams has Joseph Jandreau passed?
Joseph Jandreau has passed 3 licensing exams: the Series 7, Series 63 and Series 31. The earliest, the Series 7, was passed in March 2004. FINRA credited Joseph Jandreau with the SIE, which began in October 2018.
Is Joseph Jandreau registered with FINRA?
Yes. Joseph Jandreau has a current broker registration, under CRD 4748663.
Source: FINRA BrokerCheck
Is Joseph Jandreau a CFA charterholder?
Investmark Advisory Group lists Joseph Jandreau with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Joseph Jandreau’s record?
Search CRD 4748663 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Jandreau’s full registration record.
