Joseph P. Schaefer

Joseph P. Schaefer

Vice President, Investment Advisor

Phone: (614) 221-3233 X 8105
Fax: (614) 222-6949


  • B.A. degreee in Economics from The Ohio State University
  • Over 18 years of financial services experience
  • Securities Licenses:
    • Series 7 (General Securities Representative)
    • Series 24 (General Securities Principal)
    • Series 66 (Investment Advisor)
  • Life, Accident and Health Insurance licensed in the State of Ohio
  • Registered in Ohio, South Carolina, and Texas