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Joshua Scott Manifold

Compass ION Advisors, LLC

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About Joshua Scott Manifold

Joshua Scott Manifold has been in the financial industry since 2004. Currently, Joshua is a registered representative for Compass ION Advisors, LLC, where he provides financial planning, portfolio management services to individuals and businesses. Joshua has experience at various firms including APW Capital, Inc., Wells Fargo Advisors, LLC and American Express Financial Advisors Inc.

Firm Information

Joshua Manifold is currently registered with Compass ION Advisors, LLC. Compass ION Advisors, LLC is a registered investment advisor located in Conshohocken, PA. The firm manages approximately $1 billion to $10 billion in assets for individuals, high-net-worth individuals, and pension and profit sharing plans. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Compass ION Advisors, LLC

300 CONSHOHOCKEN STATE ROAD

CONSHOHOCKEN, PA 19428

$1.09B

Assets Under Management

6

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Manifold’s Registration & Firm History

PA

06/22/2017 - Present

Compass ION Advisors, LLC (CONSHOHOCKEN PA)

PA

02/17/2012 - 01/13/2023

APW CAPITAL, INC. (WEST CONSHOHOCKEN PA)

MD

12/14/2004 - 02/22/2012

WELLS FARGO ADVISORS, LLC (ANNAPOLIS MD)

MN

04/21/2004 - 11/24/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/21/2004 - 11/24/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Scott Manifold. Review regulatory record here.
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