Teresa Joelson has been an investment adviser representative at Christian Investment Advisors since April 2018, and is not listed among the firm’s executive officers or direct owners.
Christian Investment Advisors, Inc. is a New Braunfels, TX firm with $219M under management, 479 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Teresa Joelson’s longest registration is the current one, 8 years at Christian Investment Advisors since 2018. Before joining Christian Investment Advisors in 2018, Teresa Joelson was registered through Durbin Bennett Private Wealth Management, LLC.
- Christian Financial AdvisorsCurrent– present · 8 yearsNew Braunfels, TX · Adviser representative · Firm CRD 165811
- Durbin Bennett Private Wealth Management, LLC– · 1 yearAustin, TX · Adviser representative · Firm CRD 107722
Investment adviser representative registrations
Teresa Joelson is registered as an investment adviser representative in Texas, since April 2018.
- TexasSince 12 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Teresa Rose Joelson
- CRD
- 6692942
- Firm
- Christian Investment Advisors · CRD 165811
- Office
- 130 RIVER CHASE WAY, SUITE B, New Braunfels, TX 78132
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Teresa Joelson work?
Teresa Joelson is an investment adviser representative registered through Christian Investment Advisors, Inc. since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Teresa Joelson a financial advisor?
Yes. Teresa Joelson has a current investment-adviser registration in Texas, through Christian Investment Advisors since April 2018.
How many years of experience does Teresa Joelson have?
Teresa Joelson has 9 years in the financial industry, since December 2016, across 2 adviser firms.
What exams has Teresa Joelson passed?
Teresa Joelson passed the Series 65 in December 2016.
Where did Teresa Joelson work before Christian Investment Advisors?
Before Christian Investment Advisors, Teresa Joelson was registered through Durbin Bennett Private Wealth Management, LLC, December 2016 to April 2018.
Where is Teresa Joelson based?
Teresa Joelson’s registered office is in New Braunfels, TX.
Is Teresa Joelson registered with FINRA?
No. Teresa Joelson has no current broker registration.
How can I verify Teresa Joelson’s record?
Search CRD 6692942 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Teresa Joelson’s full registration record.
