Unclaimed
Joshua Roland Johnson is an investment advisor representative at Mdrn Capital. Joshua has been in the financial services industry for over 13 years. Joshua holds the Series 6, 7, 63, 65, and 66 licenses. Joshua has experience with a variety of financial services, including financial planning, pension consulting, and portfolio management. Joshua provides financial advice to individuals and high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
09/27/2023 - Present
Mdrn Capital (ANNAPOLIS MD)
FL
09/19/2022 - 06/28/2023
SAGEPOINT FINANCIAL, INC. (ST. PETERSBURG FL)
MO
05/24/2018 - 09/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FESTUS MO)
IL
06/24/2015 - 08/29/2017
CETERA INVESTMENT SERVICES LLC (Belleville IL)
MO
07/08/2014 - 06/03/2015
PNC INVESTMENTS (KIRKWOOD MO)
MO
06/28/2012 - 07/14/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
06/22/2012 - 07/14/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
IL
05/18/2011 - 06/28/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CENTRALIA IL)
IL
03/08/2010 - 01/11/2011
COUNTRY CAPITAL MANAGEMENT COMPANY (MT VERNON IL)
IA
Issued 09/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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