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Joshua Christian Schefers

Valley Wealth Strategies, LLC

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About Joshua Christian Schefers

Joshua Christian Schefers is a financial advisor with Valley Wealth Strategies, LLC. Joshua has been in the industry since November 2006. Joshua has a series 6, 7 and 63 license and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2017. Joshua provides financial planning and portfolio management for both individuals and businesses. Joshua is registered with the state of California as an investment advisor.

Firm Information

Joshua Schefers is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Joshua Schefers’s Registration & Firm History

CA

10/20/2017 - Present

Valley Wealth Strategies, LLC (WALNUT CREEK CA)

CA

10/18/2011 - 11/29/2017

NATIONAL PLANNING CORPORATION (SAN RAMON CA)

CA

06/23/2011 - 11/04/2011

LPL FINANCIAL LLC (SAN FRANCISCO CA)

CA

09/08/2011 - 10/31/2011

HEFFERNAN SECURITIES, LLC (PETALUMA CA)

CA

11/17/2006 - 07/01/2008

NATIONAL PLANNING CORPORATION (EMERYVILLE CA)

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Licenses & Designations

BC

Issued 06/29/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/15/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Christian Schefers.
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