ADVISOR BIO

Joshua Aldus is a financial advisor with over 7 years of experience in the industry. He has been registered with Octavia Wealth Advisors LLC since 2020 and previously worked with Equitable Advisors, LLC. Joshua is a licensed insurance agent and holds Series 7, Series 66, and SIE licenses. He specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and retirement plans. Joshua is also a board member of the California Society of Certified Public Accountants.

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ADVISOR BIO

Joshua Silverman is a financial advisor with J.P. Morgan Securities LLC. Joshua is a registered representative in California and Texas and has been in the industry since 2006. Joshua has a Series 7, 31 and 63 license along with a Series 65. Joshua has experience with TD Ameritrade, Inc. and UBS Financial Services Inc. Joshua provides portfolio management services to businesses and individuals along with financial planning and pension consulting.

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ADVISOR BIO

Joshua Tanner Thompson is a registered representative with Ameriprise Financial Services, LLC, and is licensed to provide investment advice in California. Joshua is a financial advisor with a focus on providing asset allocation services, financial planning, and portfolio management for both individuals and businesses. Joshua has been in the financial services industry since July 2021.

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ADVISOR BIO

Joshua Kane is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives and 19,000 licensed agents across the United States. Joshua has been working in the financial industry since June 2009 and has active registrations with both FINRA and the state of California, as well as a number of other states across the country. He is qualified to offer a variety of financial planning services, including portfolio management for individuals and businesses, and pension consulting. Joshua Kane holds the Series 66 and Series 7 licenses, along with the SIE exam credential.

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ADVISOR BIO

Joshua Eric Reyes is a financial advisor who has been in the industry for 9 years. Joshua has a Series 6, 7, 63 and 65 licenses. Joshua currently works for UBS Financial Services Inc. where he has been working for over 2 years. Prior to joining UBS, Joshua worked for Thrivent Investment Management Inc. and NYLIFE Securities LLC.

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ADVISOR BIO

Joshua Jogwe is a financial advisor associated with J.p. Morgan Securities LLC. Joshua has been in the industry since 2019, previously associated with PRUCO SECURITIES, LLC. Joshua holds licenses in Arizona, California, and Texas. Joshua's firm manages more than $50 billion in assets.

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ADVISOR BIO

Joshua Anthony Gutierrez is a registered representative with J.P. Morgan Securities LLC. Joshua Gutierrez is based in ESCONDIDO, CA and is licensed in California. Joshua Gutierrez has been in the securities industry since 2022. Joshua Gutierrez has passed the Series 63, Series 6TO and SIE exams.

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ADVISOR BIO

Joshua Stipcich is a financial advisor with over 17 years of experience in the financial services industry. Joshua is currently registered with LPL Financial LLC and Tidemark, LLC. Joshua is a registered representative of and offers securities through LPL Financial LLC, a registered investment advisor. Joshua is also a registered investment advisor representative of Tidemark, LLC and offers investment advisory services through Tidemark, LLC, an independent investment advisor firm. Joshua has a Series 7, Series 6, Series 63, and Series 66. Joshua has a broad range of experience and specializes in providing financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Joshua Hayes is a financial advisor with Curtis Advisory Group, LLC, located in Santa Barbara, California. Joshua has been in the financial services industry since 2011. Joshua is a Certified Financial Planner and holds the Series 7, Series 24 and Series 66 securities licenses. Joshua has experience working with individual clients, corporations and charitable organizations. The advisor specializes in providing financial planning, pension consulting, and portfolio management services.

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ADVISOR BIO

Joshua Flyer is a registered representative with J.p. Morgan Securities LLC. Joshua has been in the industry since June 2015 and has been with J.p. Morgan Securities LLC since March 2015. Joshua holds licenses for both securities and investment advising in multiple states. Joshua Flyer is a licensed advisor in 53 states. He has passed multiple FINRA exams, including the Series 66, Series 7, and the SIE Exam.

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