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Joel Marks
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Profile
Joel E.
Marks is currently an Independent Director at Binah Capital Group, Inc. since 2024.
Former positions include Vice Chairman & Chief Operating Officer at JWGenesis Financial Corp.
from 1983 to 2000, Chairman at First Allied Securities, Inc. from 2005 to 2014, Vice Chairman at Advanced Equities, Inc. from 2004 to 2008, Independent Director at Innotrac Corp.
from 2012 to 2014, Managing Director at Wachovia Securities LLC from 2001 to 2002, Senior Vice President & Managing Director at First Union Securities from 2001 to 2002, Chief Financial Officer & Senior Vice President at Automobile Protection Corp.
from 1987 to 1994, President at Innovative Brokerage Solutions, Inc. from 2002 to 2004, and Chief Operating Officer at Advanced Equities Financial Corp.
in 2010.
Additional former roles include Chairman at The Legend Group, Inc., Jewish Federation of Greater Atlanta, Inc., and First Allied Holdings, Inc., Senior Vice President & Managing Director at Wachovia Securities, Inc., and Principal at Deloitte & Touche LLP.
Education includes an undergraduate degree from the University of Florida, conferred in 1978.
Joel Marks active positions
| Companies | Position | Start |
|---|
Former positions of Joel Marks
| Companies | Position | End |
|---|---|---|
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Chairman | 2014-11-30 |
Innotrac Corp.
 Innotrac Corp. Specialty StoresRetail Trade Provides e-commerce fulfillment and customer care services | Director/Board Member | 2014-01-05 |
First Allied Holdings, Inc.
 First Allied Holdings, Inc. Insurance Brokers/ServicesFinance Operates as a holding company | Chairman | 2013-12-31 |
Advanced Equities, Inc.
 Advanced Equities, Inc. Investment ManagersFinance Advanced Equities specializes in private late-stage equity financing for the US technology sector, including but not limited to, radio frequency identification devices (RFID), digital storage, mobile wireless / Wi-Fi, telecommunication equipment and services and alternative energy. The firm seeks companies that deliver or invent disruptive technologies, that offer solutions that have been recognized for fulfilling mandated technology demands and that work with industry leaders as the provider of a significant technology | Chief Operating Officer | 2008-02-27 |
Innovative Brokerage Solutions, Inc. | President | 2004-05-31 |
Training of Joel Marks
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
81
1st degree connections
15
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 15 |
|---|---|
Innotrac Corp.
Innotrac Corp. Specialty StoresRetail Trade Provides e-commerce fulfillment and customer care services | Retail Trade |
JWGenesis Financial Corp.
 JWGenesis Financial Corp. Investment Banks/BrokersFinance Provides securities brokerage and investment banking services | Finance |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
First Allied Holdings, Inc.
First Allied Holdings, Inc. Insurance Brokers/ServicesFinance Operates as a holding company | Finance |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
First Union Securities
 First Union Securities Major BanksFinance National commercial bank | Finance |
Advanced Equities, Inc.
Advanced Equities, Inc. Investment ManagersFinance Advanced Equities specializes in private late-stage equity financing for the US technology sector, including but not limited to, radio frequency identification devices (RFID), digital storage, mobile wireless / Wi-Fi, telecommunication equipment and services and alternative energy. The firm seeks companies that deliver or invent disruptive technologies, that offer solutions that have been recognized for fulfilling mandated technology demands and that work with industry leaders as the provider of a significant technology | Finance |
Automobile Protection Corp.
 Automobile Protection Corp. Other Consumer ServicesConsumer Services Markets and administers vehicle service contracts and extended warranty programs | Consumer Services |
Advanced Equities Financial Corp.
 Advanced Equities Financial Corp. Investment ManagersFinance Provides investment banking services | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jewish Federation of Greater Atlanta, Inc.
 Jewish Federation of Greater Atlanta, Inc. Miscellaneous Commercial ServicesCommercial Services Provides humanitarian and development services to Jewish communities | Commercial Services |
Innovative Brokerage Solutions, Inc. | |
The Legend Group, Inc.
 The Legend Group, Inc. Financial ConglomeratesFinance Provides investment and innovative retirement planning services | Finance |
Wachovia Securities, Inc.
 Wachovia Securities, Inc. Investment Banks/BrokersFinance Provides security Brokerage services | Finance |
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