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Joseph Oakes, IV has a strong background in finance and investment advisory. Joseph is currently working as an Investment Advisor Representative at Osaic Wealth, Inc. since November 2018. Prior to that, they served as the President and CEO of Acorn Financial Services, Inc. starting in January 2005. Joseph also has experience as an Investment Advisor Representative at Signator Investors, Inc. from February 1995 to November 2018. Additionally, they held a role as an MP at John Hancock Life Insurance Company (U.S.A.) from 1995 to 2011.

Joseph Oakes, IV attended Saint Joseph's University from 1990 to 1994 and earned a Bachelor of Science degree in Finance.