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Joshua R Kehm

Ensign Advisory Partners LLC

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About Joshua R Kehm

Joshua Kehm is a registered Investment Advisor Representative with Ensign Advisory Partners LLC. Joshua is licensed to provide investment advisory services in Arizona, California, Texas and Utah. Joshua has been in the financial services industry since 2013. Joshua holds Series 66, Series 7 and SIE licenses and has worked for a number of financial institutions, including OneAmerica Securities, Inc. and J.W. Cole Financial, Inc.

Firm Information

Joshua Kehm is currently registered with Ensign Advisory Partners LLC. Ensign Advisory Partners LLC is an investment advisor with 2 licensed agents and 2 investment adviser representatives. The firm manages approximately $43,830,478 in assets, primarily for high-net-worth individuals and other individuals. They also manage assets for pension and profit-sharing plans. The firm provides portfolio management services for individuals and selection of other advisers.

$43.83M

Assets Under Management

Not reported

Total Clients

3

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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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 Kehm’s Registration & Firm History

AZ

01/19/2024 - Present

Ensign Advisory Partners LLC (GILBERT AZ)

AZ

04/10/2019 - 04/29/2023

ONEAMERICA SECURITIES, INC. (Gilbert AZ)

AZ

06/18/2018 - 03/22/2019

J.W. COLE FINANCIAL, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 08/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joshua R Kehm. Review regulatory record here.
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