Verified recordFinancial Services

Joseph Oakes

President & CEO at Acorn Financial Services, Inc

Based in Livingston, United States

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Seniority

C-Team

Department

General Business & Management

Location

Livingston

Industry

Financial Services

Company size

56

Contact information

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Email

1 credit

j•••••••@acornfs.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Joseph Oakes

I began my career at Acorn Financial Services in 1994 as a financial representative building my clientèle and achieving top producer status at both John Hancock Financial Network and in the industry. In 2003, I was named Associate Managing Partner and given the opportunity to continue the growth momentum of Acorn Financial Services. In 2005, I was named Managing Partner, and just a year later led the firm to JHFN's top honor of receiving the President's Trophy, a honor which the firm repeated in 2008 & 2010. Under my leadership, the firm has also received the GAMA First in Class Award in 2006, 2008 & 2010 and the GAMA Master Agency Award in 2006, 2007, 2008, 2009 & 2010. We serve clients in New Jersey, Pennsylvania, New York, and Connecticut. Acorn is headquartered in Livingston, NJ and has satellite offices in Haddonfield, NJ, Morristown, NJ, Paramus, NJ and Newtown, PA.If you’re interested in learning how I can help you preserve wealth, minimize risk, and ensure the health of your financial future please call me at 973-716-7520 or email me at jjoakes@acornfs.comI am licensed to sell Securities in the following states: AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, NV, NH, NJ, NM, NY, NC, OH, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI.I am licensed to sell Insurance Products in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, WA, WI.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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