Joseph Migdol has been an investment adviser representative at Total Wealth Services since April 2025, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Services, LLC is a Westlake Village, CA firm with $186M under management, 162 clients and 6 advisers in one office, as of its March 2026 filing.
Joseph Migdol’s longest registration was 5 years at J.P. Morgan Securities LLC (2017–2023). Before joining Total Wealth Services in 2025, Joseph Migdol was registered through Citigroup Global Markets Inc. and J.P. Morgan Securities LLC.
- Total Wealth Services, LLCCurrent– present · 1 yearWestlake Village, CA · Adviser representative · Firm CRD 331833
- Citigroup Global Markets Inc.– · 2 yearsWoodland Hills, CA · Adviser representative · Firm CRD 7059
- J.P. Morgan Securities LLC– · 5 yearsWestlake Village, CA · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Joseph Migdol is registered as an investment adviser representative in California, since April 2025.
- CaliforniaSince 8 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 July 2017 |
| Series 7 | General Securities Representative Examination | 16 June 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 June 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 May 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State 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 Jordan Migdol
- CRD
- 6187602
- Firm
- Total Wealth Services · CRD 331833
- Office
- 4165 E THOUSAND OAKS BLVD, #355, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Migdol work?
Joseph Migdol is an investment adviser representative registered through Total Wealth Services, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Migdol a financial advisor?
Yes. Joseph Migdol has a current investment-adviser registration in California, through Total Wealth Services since April 2025.
How many years of experience does Joseph Migdol have?
Joseph Migdol has 13 years in the financial industry, since May 2013, across 3 adviser firms.
What exams has Joseph Migdol passed?
Joseph Migdol has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in May 2013. FINRA credited Joseph Migdol with the SIE, which began in October 2018.
Where did Joseph Migdol work before Total Wealth Services?
Before Total Wealth Services, Joseph Migdol was registered through J.P. Morgan Securities LLC, July 2017 to March 2023.
Where is Joseph Migdol based?
Joseph Migdol’s registered office is in Westlake Village, CA.
Is Joseph Migdol registered with FINRA?
No. Joseph Migdol has no current broker registration.
How can I verify Joseph Migdol’s record?
Search CRD 6187602 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Migdol’s full registration record.
