J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
25yrs
Based in San Francisco, California, Joseph Ruby is a fiduciary financial advisor with 25 years of industry experience. Joseph has been with Lantern Wealth Advisors since 2022. Lantern Wealth Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 72% of advisors in San Francisco
Office111 Pine Street Suite 1215, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm21
States licensed ?1 state
Services through Lantern Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowLantern Wealth Advisors, LLCCurrent firm
Contact Joseph
Local office(415) 399-0139Ask for Joseph. (631) 454-2000Main office · Melville, NY 111 Pine Street Suite 1215San Francisco, CA 94111Office · Get directions Firm websitewww.heroldlantern.com
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Joseph’s local office at (415) 399-0139 or the Lantern Wealth Advisors main office at (631) 454-2000, and ask for Joseph Ruby.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2002, about 25 years. More experience than 72% of advisors in San Francisco.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Lantern Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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