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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Brunner is a financial professional with over 20 years of experience. Joshua has been with J.P. Morgan Investment Management Inc. since 2010 and is registered as an Investment Advisor Representative in Texas. Prior to joining J.P. Morgan Investment Management Inc., Joshua worked at BANC ONE SECURITIES CORPORATION and A I M DISTRIBUTORS, INC. Joshua holds the Series 6, 7, 24 and 65 securities licenses. Joshua specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
09/15/2020 - Present
J.p. Morgan Investment Management Inc. (Columbus OH)
IL
03/07/2000 - 10/11/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
04/22/1997 - 02/02/2000
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 09/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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