Stock Traders
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stock Traders provides financial planning and individual portfolio management to a mix of clients including individual (non‑high‑net‑worth) investors, high‑net‑worth individuals, pension and profit‑sharing plans, and corporations. The firm offers hourly consults, written financial plans, annual planning engagements and ongoing investment supervisory services.
The firm's investment work draws on a variety of methods — charting, fundamental, technical, quantitative, qualitative analysis and asset allocation — and accounts are typically managed on a non‑discretionary basis; the brochure reports $49,188,129 managed non‑discretionarily and $0 discretionary as of 12/31/2025. Clients direct the choice of broker‑dealer and must generally approve trades, and managed accounts are reviewed at least quarterly with flexibility for client‑imposed restrictions.
Stock Traders is also registered as a FINRA‑member broker‑dealer and its advisory representatives are registered securities representatives of the affiliated broker‑dealer, and the brochure discloses that commissions and 12b‑1 fees constitute more than half of the firm’s annual revenue — a structure the firm notes as a potential conflict and manages through disclosures and supervisory controls. In addition, advisory personnel engage in insurance, tax‑preparation and real‑estate activities in their separate capacities, and the firm describes policies and oversight intended to address those conflicts.
Client services
Expertise
Fee options
Flat fees for written financial plans ranging generally from $1,000 to $25,000, and annual financial planning fees from $2,500 to $20,000 per year.
1.00% to 2.95% annually
Advisory associates and management also earn commissions and 12b-1 fees from broker-dealer activities; commissions vary and may be substantial.
Hourly financial planning consultation services charged between $185 to $400 per hour.
Fee-only: Financial planning fees ranging from $185 to $400 per hour, $1,000 to $25,000 for written financial plans, and $2,500 to $20,000 annually for annual financial planning service agreements.
Main office
16152 Beach Blvd., Suite 271
Huntington Beach CA 92647-3815
Advisors at this office
2
Most active in
California
Also doing business as
Joslin, Jeffrey Alex · Stock Traders
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Samuel W
Series 63
Huntington Beach, CA
Stock Traders
Samuel Wida is a financial advisor with Stock Traders in Huntington Beach, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Stock Traders since 2000. Outside of his advisory role, he operates a certified tax preparation business from home. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm manages assets on a largely non-discretionary basis and employs a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.
Jeffrey J
Series 63
Huntington Beach, CA
Stock Traders
Jeffrey Joslin is a financial advisor at Stock Traders with 40 years of industry experience. He has been with Stock Traders since 1994 and holds a Series 63 designation. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm employs a non-discretionary investment approach using a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.
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