Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Ryan Johnson is a financial advisor currently registered with Grove Point Advisors, LLC. Joshua has been in the industry since 2016 and has experience working with T. Rowe Price Investment Services, Inc. and Raymond James & Associates, Inc. Joshua has a strong track record of providing financial planning services to individuals, businesses, and pension plans. Joshua is committed to providing personalized advice and helping clients achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
01/13/2022 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
FL
11/07/2018 - 05/05/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/26/2016 - 11/05/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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