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Joshua D Metz

KKR Capital Markets LLC

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About Joshua D Metz

Joshua Metz is a financial advisor and Series 24 Principal registered with KKR Capital Markets LLC. Joshua has been in the financial services industry since 2014. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and has series 7, 63 and SIE licenses. Joshua is registered in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Joshua Metz is currently registered with KKR Capital Markets LLC. KKR Capital Markets LLC is a Limited Liability Company that was formed on January 29, 2007. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. KKR Capital Markets is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

64

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.

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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Joshua Metz’s Registration & Firm History

NY

08/13/2020 - Present

KKR Capital Markets LLC (NEW YORK NY)

IL

10/02/2017 - 07/27/2020

MORGAN STANLEY DISTRIBUTION, INC. (CHICAGO IL)

IL

05/20/2014 - 10/02/2017

MORGAN STANLEY (CHICAGO IL)

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Licenses & Designations

BC

Issued 07/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua D Metz.
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