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Joshua Lloyd Ottinger

Gibbs Wealth Management, LLC

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About Joshua Lloyd Ottinger

Joshua Ottinger is an Investment Advisor Representative associated with Gibbs Wealth Management, LLC. Joshua is registered with the state regulators of Florida, New Jersey, and Pennsylvania. Joshua has been in the financial services industry since 2004 and holds the Series 65 license. Joshua's experience includes working for J & D Securities LLC, Air Products, GMZ, Elementkis, and Strategic Wealth Alliance Group.

Firm Information

Joshua Ottinger is currently registered with Gibbs Wealth Management, LLC. Gibbs Wealth Management, LLC is a registered investment advisor based in Alpharetta, GA. With over 12 licensed agents and 10 investment advisor representatives, the firm manages approximately $391.39 million in assets for 2,983 clients. Gibbs Wealth Management provides a range of advisory services, including portfolio management for individuals, educational seminars, and selection of other advisors. The firm serves individuals, including high-net-worth individuals.
Gibbs Wealth Management, LLC

3980 OLD MILTON PARKWAY

ALPHARETTA, GA 30005

$391.39M

Assets Under Management

Not reported

Total Clients

42

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Joshua Ottinger’s Registration & Firm History

FL

03/15/2023 - Present

Gibbs Wealth Management, LLC (Daytona Beach FL)

NY

06/07/2004 - 07/09/2004

J & D SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/24/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Lloyd Ottinger.
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