Joseph McInerney has been Managing Member of Wisdom Wealth Investment Advisors since January 2014, is a control person of the firm and directly owns between 50% and 75% of it. Joseph McInerney holds a Master of Science in Taxation from Golden Gate University and a Master of Personal Financial Planning from the College for Financial Planning.
Wisdom Wealth Investment Advisors LLC is a Phoenix, AZ firm with $139M under management, 271 clients and 2 advisers in one office, as of its September 2026 filing.
Joe McInerney is Chief Financial Officer of Wisdom Wealth Investment Advisors, based in Phoenix, AZ. He has been helping people with their financial goals since 1992. He works with individuals, families and small business owners on tax planning, wealth management, retirement planning and risk management, and provides tax services through a wholly owned company, JMFS, Inc.
Joseph McInerney’s longest registration is the current one, 12 years at Wisdom Wealth Investment Advisors since 2014. Before joining Wisdom Wealth Investment Advisors in 2014, Joseph McInerney was registered through Investment Advisors.
- – present · 12 yearsPhoenix, AZ · Adviser representative · Firm CRD 170536
- Investment Advisors– · 11 yearsPhoenix, AZ · Adviser representative · Firm CRD 15708
Professional designations
Listed by Wisdom Wealth Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Master Planner Advanced Studies (MPAS)
Investment adviser representative registrations
Joseph McInerney is registered as an investment adviser representative in 3 states. The first approvals date from May 2014; the most recent is Louisiana, in May 2025.
- ArizonaSince 29 May 2014
- CaliforniaSince 22 July 2021
- LouisianaSince 16 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 November 1999 |
| Series 7 | General Securities Representative Examination | 4 November 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 July 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Damian McInerney
- CRD
- 2344141
- Firm
- Wisdom Wealth Investment Advisors · CRD 170536
- Role
- Managing Member
- Office
- 6930 E. CHAUNCY LANE, SUITE 220, Phoenix, AZ 85054
- Registration
- Investment adviser registration
- In the industry since
- July 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wisdomwealth.solutions
Where does Joseph McInerney work?
Joseph McInerney has been Managing Member of Wisdom Wealth Investment Advisors LLC since January 2014, and is a control person of the firm.
Is Joseph McInerney a financial advisor?
Yes. Joseph McInerney has a current investment-adviser registration in Arizona, California and Louisiana, through Wisdom Wealth Investment Advisors since May 2014.
How many years of experience does Joseph McInerney have?
Joseph McInerney has 32 years in the financial industry, since July 1994, across 2 adviser firms.
What exams has Joseph McInerney passed?
Joseph McInerney has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 1994. FINRA credited Joseph McInerney with the SIE, which began in October 2018.
Where is Joseph McInerney based?
Joseph McInerney’s registered office is in Phoenix, AZ.
Is Joseph McInerney registered with FINRA?
No. Joseph McInerney has no current broker registration.
Is Joseph McInerney a CFP?
Wisdom Wealth Investment Advisors lists Joseph McInerney with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Joe McInerney, EA, CFP®, MPAS biography, wisdomwealth.solutions
How can I verify Joseph McInerney’s record?
Search CRD 2344141 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph McInerney’s full registration record.
