Unclaimed
Joshua Myer is a financial advisor at Edward Jones, with 8 years of experience in the financial industry. Joshua Myer holds the Series 66, Series 7 and SIE licenses. Joshua Myer is registered to provide financial advice in California, Colorado, Nevada, New Jersey, North Carolina, Ohio, Tennessee, Texas, Utah, and Washington. Joshua Myer also holds the Certified Financial Planner designation. Joshua Myer works with individual investors, businesses, and retirement plans. Joshua Myer's firm, Edward Jones, has over 19,000 employees and manages over $800 billion in assets.
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.
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.
See schedule d - miscellaneous
1
2
CA
08/09/2019 - Present
Edward Jones (EL DORADO HILLS CA)
BOTH
Issued 01/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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