J
$10.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2024
- Office Locations
- 1
Office Locations
-- Knoxville TN
About Joyful Steward Services
Joyful Steward Services is a Knoxville, TN retail advisory firm launched in 2024, offering financial and investment planning with tax and estate planning support plus insurance/annuity guidance. Its managed accounts emphasize active asset allocation, primarily using ETFs and U.S. government/agency bonds, with stated interest in mutual funds and cryptocurrency.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Investment Vehicles
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Capital matrix Ridge North Momentum Legacy
Owner & Executives
J
Jason Remington Vance
Chief Compliance Officer
- CRD
- #8055494
- Ownership
- 50% but less than 75%
(842) 329-7828
atlas.unison@valuecapital.com
in linkedin.com/in/meridian-frontier
M
Morgan Owens Vance
Manager
- CRD
- --
- Ownership
- 50% but less than 75%
(449) 411-3128
quantum.peak@radialcapital.com
in linkedin.com/in/value-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
Equity - Exchange:
43.0% U.S. Government/Agency:
57.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,812,457,204 | 43.0% |
| U.S. Government/Agency | $2,402,559,550 | 57.0% |
| Total | $4,215,016,754 | 100.0% |