Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Adam Jones is a financial advisor with Equitable Advisors, LLC, based in Charlotte, North Carolina. Joshua holds both Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). With over 20 years of experience in the financial industry, Joshua has held prior roles with several firms, including Peak Brokerage Services, LLC, Thrivent Investment Management Inc., and Banc of America Investment Services, Inc. Joshua is an active advisor and provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
08/22/2024 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
FL
06/05/2023 - 03/18/2024
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
FL
08/29/2022 - 04/04/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Jacksonville FL)
MA
11/20/2002 - 08/05/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/07/2000 - 12/31/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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