Joi Libsack
917 Advisory Services · Spokane, Washington
Joi Libsack is a fee-only financial advisor at 917 Advisory Services in Spokane, Washington. 917 Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | 917 Advisory Services |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $167.5M across 620 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2709927 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.johnschram.com |
How Joi's firm compares
- 917 Advisory Services's average account is about $270,000, from its Form ADV (assets managed divided by 620 accounts).
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Questions about Joi
Is Joi Libsack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joi holds no broker registration, and 917 Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joi charge for financial advice?
Joi's firm, 917 Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joi Libsack based?
Joi Libsack is based in Spokane, Washington.
Is Joi Libsack registered with the SEC?
Yes. Joi Libsack is registered as an investment adviser representative in WA (CRD 2709927), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 917 Advisory Services manage?
917 Advisory Services reports $167.5M across 620 accounts in assets under management.
How do I contact Joi Libsack?
Through Joi's website, www.johnschram.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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