ADVISOR BIO

Joshua Perlmutter is a financial advisor with Atfs Advisers. Joshua is an active Investment Advisor Representative and holds the following licenses: Series 66, SIE and Series 7. Joshua has been in the financial industry since 2015 and has worked for Wintrust Wealth Management, Stifel, Nicolaus & Company, Inc., Cressent Asset Management, Lido Advisors, LLC, GeoWealth Management, LLC, and Atfs Advisers.

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ADVISOR BIO

Joshua Warren Hayes is a financial advisor currently registered with Oppenheimer & Co. Inc. in Chicago, Illinois. Joshua has been in the financial industry since April 2009. Joshua has a broad range of experience in providing financial planning and portfolio management services for both individuals and businesses. Joshua is a Certified Financial Planner.

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ADVISOR BIO

Joshua Czarnota is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chicago, Illinois. Joshua has been in the industry since February 2023 and holds Series 66, 7TO, and SIE licenses. Joshua is registered to provide investment advisory services in several states, including Illinois, Texas, and many others. Joshua's experience and qualifications make him a valuable resource for clients seeking financial advice.

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ADVISOR BIO

Joshua Kanter is a financial advisor registered with Cresset Asset Management, LLC. Joshua Kanter has been in the industry since 1986, providing investment advice to clients. Joshua Kanter has a background in law and finance and has been working with clients to meet their financial goals. Cresset Asset Management, LLC provides investment advice to a diverse set of clients, including individuals, families, businesses, and charitable organizations. The firm specializes in providing personalized financial planning and investment management services.

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ADVISOR BIO

Joshua Howard is a financial advisor with J.P. Morgan Securities LLC in Chicago, Illinois. Joshua has been in the securities industry since 2019 and is registered with the state of Illinois and Texas as a Registered Representative and Investment Advisor Representative. Joshua has experience working with individual investors, high-net-worth individuals, corporations, and charitable organizations. Joshua is also a board member of the Big Shoulders Fund, a non-profit organization that provides scholarships and enrichment programs for Chicago students.

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ADVISOR BIO

Joshua R Pilson is a financial advisor with Kovitz Investment Group Partners, LLC. Joshua has been working in the industry since 2014, and holds the Series 3, Series 34 and Series 65 licenses. Joshua’s experience spans several firms including Vivaldi Capital Management, Dearborn Capital Management, Gresham Partners and Soho Japanese Bistro. Joshua is registered to provide investment advice in Illinois.

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ADVISOR BIO

Joshua Heiferling is a financial professional registered with J.p. Morgan Securities LLC and holds Series 7TO, Series 63, and SIE licenses. Joshua is licensed to provide securities and investment advisory services in Illinois and New York. Joshua's firm provides investment advice to individuals, corporations, pension and profit-sharing plans, and charitable organizations. Joshua and J.p. Morgan Securities LLC provide a wide range of financial services including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Josue A. Jauregui is a registered representative with J.P. Morgan Securities LLC. Josue is licensed in 53 states and is also registered as an investment adviser representative in Texas. Josue has been in the financial services industry since January 1, 2021.

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ADVISOR BIO

Jovanny Dominguez is a registered representative with J.p. Morgan Securities LLC. Jovanny has been in the industry for over 2 years and holds the Series 63, SIE and Series 6TO licenses. Jovanny specializes in a wide range of financial products and services including investments, insurance, and retirement planning. Jovanny is dedicated to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joy Marie Crenshaw is a registered representative and investment advisor representative at Nuveen Asset Management, LLC. Joy Marie has over 25 years of experience in the financial services industry. Joy Marie has passed the Series 7, Series 24, Series 66, and Series 79TO exams. Joy Marie is registered with the state of Illinois.

SPECIALIZATIONS