Joseph Zinsel has been Managing Director of Open Source Investments since January 2017, is a control person of the firm and directly owns between 50% and 75% of it. Joseph Zinsel holds a Degree in Economics from the University of London.
Open Source Investments, LLC is a firm with $131M under management, 239 clients and 2 advisers in one office, as of its March 2026 filing.
Joseph Zinsel is Owner / Investment Advisor of Open Source Investments, which he started with Scott Capace. He began his career in financial services in March 2004 as a portfolio manager and later worked for Merrill Lynch as a financial advisor specializing in corporate 401(k) plans and pensions. Before founding Open Source Investments LLC, he was a Senior Vice President at another investment advisor providing money management to clients.
Joseph Zinsel’s longest registration is the current one, 9 years at Open Source Investments since 2017. Before joining Open Source Investments in 2017, Joseph Zinsel was registered through Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC.
- Open Source Investments, LLCCurrent– present · 9 yearsMandeville, LA · Adviser representative · Firm CRD 287501
- Financial Engines Advisors L.L.C.– · under a yearSunnyvale, CA · Adviser representative · Firm CRD 104510
- Financial Engines Advisor Center, LLC– · 1 yearMetairie, LA · Adviser representative · Firm CRD 109238
- The Mutual Fund Store– · 3 yearsMetairie, LA · Adviser representative · Firm CRD 159151
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearMandeville, LA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Open Source Investments
- Chartered Market Technician (CMT)
Investment adviser representative registrations
Joseph Zinsel is registered as an investment adviser representative in 2 states. The first approvals date from February 2017; the most recent is Mississippi, in July 2018.
- LouisianaSince 3 February 2017
- MississippiSince 5 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 September 2017 |
| Series 66 | Uniform Combined State Law Examination | 13 February 2010 |
| Series 7 | General Securities Representative Examination | 14 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph G Zinsel
- CRD
- 5062873
- Firm
- Open Source Investments · CRD 287501
- Role
- Managing Director
- Office
- Mandeville, LA
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- opensourceinvestments.com
Where does Joseph Zinsel work?
Joseph Zinsel has been Managing Director of Open Source Investments, LLC since January 2017, and is a control person of the firm.
Is Joseph Zinsel a financial advisor?
Yes. Joseph Zinsel has a current investment-adviser registration in Louisiana and Mississippi, through Open Source Investments since February 2017.
How many years of experience does Joseph Zinsel have?
Joseph Zinsel has 16 years in the financial industry, since February 2010, across 5 adviser firms.
What exams has Joseph Zinsel passed?
Joseph Zinsel has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in January 2010.
Where did Joseph Zinsel work before Open Source Investments?
Before Open Source Investments, Joseph Zinsel was registered through Financial Engines Advisor Center, LLC, July 2015 to November 2016; The Mutual Fund Store, January 2012 to September 2015; Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2010 to January 2012.
Where is Joseph Zinsel based?
Joseph Zinsel’s registered office is in Mandeville, LA.
Is Joseph Zinsel registered with FINRA?
No. Joseph Zinsel has no current broker registration.
How can I verify Joseph Zinsel’s record?
Search CRD 5062873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Zinsel’s full registration record.