Joseph Stricklin has been Managing Member and Chief Compliance Officer of Itrust Asset Management since May 2012, is a control person of the firm and directly owns between 25% and 50% of it.
Itrust Asset Management, LLC is a Lexington, KY firm with $212M under management, 463 clients and 3 advisers in one office, as of its March 2026 filing.
Joseph Stricklin’s longest registration is the current one, 14 years at Itrust Asset Management since 2012. Before joining Itrust Asset Management in 2023, Joseph Stricklin was registered through LPL Financial LLC and Morgan Keegan & Company, Inc.
- LPL Financial LLC– · under a yearLexington, KY · Adviser representative · Firm CRD 6413
- Itrust Asset Management, LLCCurrent– present · 14 yearsLexington, KY · Adviser representative · Firm CRD 164193
- LPL Financial LLC– · under a yearLexington, KY · Adviser representative · Firm CRD 6413
- Morgan Keegan & Company, Inc.– · 8 yearsLexington, KY · Adviser representative · Firm CRD 4161
Investment adviser representative registrations
Joseph Stricklin is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in January 2023.
- KentuckySince 31 January 2023
- TexasResidentSince 31 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 30 January 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 May 1997 |
| Series 7 | General Securities Representative Examination | 24 April 1997 |
- 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 Todd Stricklin
- CRD
- 2853219
- Firm
- Itrust Asset Management · CRD 164193
- Role
- Managing Member and Chief Compliance Officer
- Office
- 3320 TATES CREEK ROAD, SUITE 100, Lexington, KY 40502
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph Stricklin work?
Joseph Stricklin has been Managing Member and Chief Compliance Officer of Itrust Asset Management, LLC since May 2012, and is a control person of the firm.
Is Joseph Stricklin a financial advisor?
Yes. Joseph Stricklin has a current investment-adviser registration in Kentucky and Texas, through Itrust Asset Management since January 2023.
How many years of experience does Joseph Stricklin have?
Joseph Stricklin has 29 years in the financial industry, since July 1997, across 3 adviser firms.
What exams has Joseph Stricklin passed?
Joseph Stricklin has passed 3 licensing exams: the Series 7, Series 63 and Series 31. The earliest, the Series 7, was passed in April 1997. FINRA credited Joseph Stricklin with the SIE, which began in October 2018.
Where did Joseph Stricklin work before Itrust Asset Management?
Before Itrust Asset Management, Joseph Stricklin was registered through LPL Financial LLC, May 2012 to May 2012; Morgan Keegan & Company, Inc., April 2004 to May 2012.
Where is Joseph Stricklin based?
Joseph Stricklin’s registered office is in Lexington, KY.
Is Joseph Stricklin registered with FINRA?
Yes. Joseph Stricklin has a current broker registration, under CRD 2853219.
Source: FINRA BrokerCheck
How can I verify Joseph Stricklin’s record?
Search CRD 2853219 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Stricklin’s full registration record.