top of page
AcornFinancial-Livingston_0030R.jpg

Joseph J. Oakes, IV, AIF®

President & CEO

973-716-7520

jjoakes@acornfs.com

My Story

Joe began his career at Acorn Financial Services in 1994 as a financial representative building his clientele and achieving top producer status at the firm, John Hancock Financial Network, and in the industry. In 2003, Joe was named Associate Managing Partner, honing his management skills and continuing the growth momentum of Acorn Financial Services. In 2005, he was named Managing Partner. Under Joe's leadership, the firm has also received the GAMA First in Class Award every year since 2006.

​

Joe attended St. Joseph's University, Philadelphia, PA and received his Bachelor of Science degree in Finance. He is an Accredited Investment Fiduciary (AIF designation) and is a member of many industry organizations such as AALU, LAMP, NALU and the New York Round Table. He was inducted into JHFN’s Hall of Fame in 2012.​

​

Joe and his wife, Allison, reside in Bernardsville, NJ with their three children Eva, Lily, and Joseph, V.

290 West Mount Pleasant Avenue
Livingston NJ 07039

Phone: (973) 994-0100

Fax: (973) 994-2986

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. Licensed to sell Insurance Products and Securities in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI, WY.

​

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

bottom of page