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Joshua James Joiner

Vere Global Wealth Management

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About Joshua James Joiner

Joshua James Joiner is a registered investment advisor representative with Vere Global Wealth Management and Global Investment Advisory. Joshua Joiner has been working in the financial services industry since 2008. Joshua Joiner is currently registered with the state of Florida, Louisiana, and Texas. Joshua Joiner's areas of specialization include portfolio management for businesses, portfolio management for individuals, financial planning, and selection of other advisers. Joshua Joiner is the owner of Ax House, LLC, an entertainment company.

Firm Information

Joshua Joiner is currently registered with Vere Global Wealth Management. Vere Global Wealth Management is an investment advisor with 4 licensed agents, 5 investment adviser representatives, and 5 individuals who perform investment advisory functions. The firm manages $90,746,386 in total assets, with $90,746,386 under discretionary management. Vere Global Wealth Management provides financial planning, selection of other advisers, and portfolio management for individuals and businesses. They have 21 high-net-worth individuals and 288 individuals other than high-net-worth individuals as clients.

$90.75M

Assets Under Management

Not reported

Total Clients

5

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 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.

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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other

Percentage of plan assets; consulting fees, subadvisory services

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Joshua Joiner’s Registration & Firm History

TN

08/27/2013 - Present

Vere Global Wealth Management (COLLIERVILLE TN)

TX

01/13/2010 - 08/20/2013

MML INVESTORS SERVICES, LLC (HOUSTON TX)

TX

08/11/2008 - 08/04/2009

AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua James Joiner.
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