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Joshua Charles Ojeda

Polen Capital Management, LLC

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About Joshua Charles Ojeda

Joshua Ojeda is an Investment Advisor Representative at Polen Capital Management, LLC. Joshua is registered with the state of Florida as an Investment Advisor Representative (IAR) and has been active in the financial services industry for over a year. Joshua has also passed several FINRA exams, including the Series 7, Series 66, and the SIE. Joshua specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Joshua has been with Polen Capital Management, LLC since November 2022, but is also registered as a Registered Representative of Foreside Funds Distributors LLC.

Firm Information

Joshua Ojeda is currently registered with Polen Capital Management, LLC. Polen Capital Management, LLC is an investment advisor headquartered in Boca Raton, Florida. The firm manages over $43 billion in assets for a variety of clients, including high-net-worth individuals, institutions, and pooled investment vehicles. Polen Capital specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm has a team of 39 registered representatives and 27 investment advisory professionals.
Polen Capital Management, LLC

1825 NW CORPORATE BLVD.

BOCA RATON, FL 33431

$43.24B

Assets Under Management

36

Total Clients

11

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joshua Ojeda’s Registration & Firm History

FL

03/22/2023 - Present

Polen Capital Management, LLC (Boca Raton FL)

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Licenses & Designations

BOTH

Issued 02/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Charles Ojeda.
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