Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Jones is a financial advisor with over 17 years of experience in the financial services industry. Joshua has been registered with Everspire since April 2015. Joshua holds the Series 7, Series 24, and Series 66 licenses, as well as the SIE exam. Joshua is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
Wrap fee
1
2
UT
08/14/2015 - Present
Everspire (MIDVALE UT)
UT
07/01/2015 - 11/14/2017
DFPG INVESTMENTS, INC. (Sandy UT)
UT
06/27/2006 - 07/07/2015
LPL FINANCIAL LLC (SANDY UT)
BOTH
Issued 11/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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